Are Your Payments Driving Growth?: Get Your Free Growth Index Score

Author: GTU Dev

Real-Time Payments for Real-Time Care

Posted on by GTU Dev

Tap to Pay on iPhone lets you accept contactless payments instantly. No hardware. No delays. No missed opportunities.

As you look for ways to streamline collections and make the most of the tools available to you, one opportunity often stands out: how quickly and easily you collect payments. 

Because when it comes to payments, timing matters. The longer it takes to collect, the more likely it is to be delayed—or missed altogether. 

That’s where real-time payments come in.

Does This Sound Familiar? 

It’s Saturday morning. You’re at an event doing posture screenings, and your booth is busy.  
 
Someone stops by, is interested, and ready to book—maybe even pay a deposit on the spot. You reach for your card reader…and the Bluetooth won’t connect.  

You fumble. You apologize. They’re short on time.  

“I’ll just call to book.” 

You never hear from them again.  

The next person pulls out their phone—but you don’t accept Apple Pay. They do not have cash. Another missed opportunity.  

By the end of the event, you’re left with:

  • A stack of paper sign-up sheets 
  • A few checks to deposit later 
  • A lot of “I’ll be in touch next week” 

You spent the day building interest—but leave with little revenue to show for it.  

Instead, imagine this.  

Same event. One small adjustment.  

With Tap to Pay on iPhone, you can accept contactless payments directly on your device with the Fortis Business Portal app—no additional hardware required.  

Your next patient is ready.  

You take out your iPhone. They tap. Payment complete.  

 In seconds—no delays, no friction, no lost momentum.

What this means for your practice: 

  • Get paid immediately—not after the screening or event or maybe never 
  • Reduce bottlenecks and wait times that could cost you the sale 
  • Eliminate the need for extra hardware (e.g. card readers or terminals) 
  • Accept contactless payments, including Apple Pay and digital wallets 

Instead of walking away with leads, you walk away with completed payments.

Make Payments an Embedded Part of the Experience 

Collecting payments on the spot turns booking and check-out into a seamless part of the patient experience. And with built-in security designed to protect sensitive payment data, you can deliver convenience without compromise. 

Make the Adjustment Today. Improve your Financial Health.  

The most effective practices don’t just improve workflows—they remove friction completely. They make it easy for patients to say “yes”—no chasing, no waiting, no missed opportunities.

Have questions about Tap to Pay for iPhone?

Not yet using Fortis? Contact us to learn more and get started. 

Already using Fortis? Start using Tap to Pay on iPhone today

Download the Fortis Business Portal app and follow the Quick Start Guide to self-enable Tap to Pay on iPhone and begin accepting contactless payments—no additional hardware required. 

Download on the App Store 
View Quick Start Guide

We’ve also included a flyer you can bookmark or print for future use. If you need additional assistance, our team is always here to help! 

Share Fortis and Win. 

Do you know another chiropractor who could benefit from Fortis’ powerful payment solutions? Send them our way and you could win a $200 Visa Gift Card! 

Every eligible chiropractic practice you refer earns you one entry into our quarterly drawing– One lucky winner is drawn each quarter for a $200 Visa Gift Card. Referrals must be valid chiropractic practices not currently using Fortis. No purchase necessary. Terms and conditions apply. 

Stronger Together: Why Fortis and Avalara Are Betting on the B2B Ecosystem

Posted on by GTU Dev

Read time: 4 minutes 

The rules of B2B are changing 

For years, the B2B technology landscape operated on a simple premise: find the best tool for each job and figure out how they fit together later. Businesses pieced together separate solutions for every function, one for payments, one for tax, one for ERP. That left their teams manually reconciling data across disconnected systems. 

That model is breaking down. Today’s B2B businesses expect more from the platforms and partners they work with. They want solutions that fit together, not systems they have to force together. The companies best positioned to serve them aren’t trying to do everything. They’re building the right relationships to deliver more than the sum of their parts. 

The partner-first approach to B2B 

Fortis has always believed that success is a team sport. Our model isn’t just about technology. It’s about the relationships we build with the software platforms, channel partners, and service providers that make up the B2B commerce ecosystem. When those relationships are strong, everyone wins: our partners, their customers, and the businesses those customers serve. 

That belief drives us to be intentional about who we partner with. We’re not looking to check a box or expand a logo wall. We’re looking for partners who share our commitment to the B2B market, who bring genuine complementary value, and who approach partnership the way we do: as a long-term investment in mutual success. 

Avalara is exactly that kind of partner.

Payments and tax compliance: one workflow, not two 

Ask any mid-market business what keeps their finance team up at night, and you’ll hear two answers more than any others: getting paid efficiently and staying compliant. These aren’t separate problems. They live inside the same operational workflows, touch the same systems, and affect the same bottom line. 

Payments determine when and how revenue lands. Tax compliance determines whether that revenue is recognized correctly and whether the business is protected from risk. For the B2B businesses at the core of our market, the manufacturers, specialty healthcare providers, construction firms, and field services companies operating across multiple channels, getting both right isn’t a nice-to-have. It’s foundational to growth. 

That shared understanding of the B2B market is what makes Fortis and Avalara a natural fit.

Welcoming Avalara to the Fortis Partner Network 

We’re proud to announce that Fortis has officially partnered with Avalara as a Referral Consulting Partner. Avalara is a recognized leader in tax compliance automation, helping businesses navigate the complexity of sales tax, VAT, and other transaction taxes with cloud-based solutions built to scale. 

For Fortis, this is about deliberate ecosystem building. We operate in the same B2B markets, serve many of the same business types, and share a conviction that the companies building for B2B need partners who truly understand it. Aligning with Avalara is a reflection of that conviction. 

“At Fortis, we’re building more than a payments platform. We’re building an ecosystem rooted in the belief that the right partnerships make everyone stronger. The businesses and platforms we serve are navigating real complexity, and they deserve a partner network that reflects that reality. Avalara shares our commitment to the B2B market and brings expertise that’s highly complementary to what we do. We’re excited to welcome them into our ecosystem.”

Sanjay Ejantkar, SVP, Partnership Experience & Success, Fortis

What this means for our partners and customers 

This partnership reflects a broader principle that guides how Fortis grows: the B2B market is best served by companies that are selective about who they align with. The businesses and platforms we serve are navigating real complexity, including payments, compliance, operations, and they deserve a partner network that reflects that reality. 

Aligning with Avalara is a step in that direction. Two companies, serving the same markets, committed to the same customers, building toward the same goal: a stronger, more connected B2B ecosystem. 

As we continue to grow our partner network, we’re guided by the same standard that brought us to Avalara: complementary expertise, shared markets, and a genuine belief that the right alliances make the whole ecosystem stronger.

The ecosystem is the advantage 

The B2B market rewards companies that are intentional about who they grow with. For Fortis, that means building a partner ecosystem where every relationship adds something real for our partners, their customers, and the businesses we serve. 

The Avalara partnership is one expression of that strategy. It won’t be the last. 

Want to learn more about how Fortis can support your business? Contact us.

How to Improve Collections and Reduce Overhead in 30 Days

Posted on by GTU Dev

A practical approach to turning insight into action—whether you’re already using Fortis or just getting started.

In a previous article, “Know Your Numbers: Are You Collecting Enough to Cover Overhead?”, we covered why understanding your numbers is critical to running a healthy, profitable practice.  

But here’s the reality: Knowing your numbers is important—your processes are what actually improve them. 

If your collections aren’t where they should be, the issue usually isn’t demand or pricing. It’s what is happening at the front desk, during checkout and behind the scenes.

Start by Identify the Gaps 

Before making changes, take a step back and evaluate your current workflows: 

  • Are you collecting at the time of service—or after the visit? 
  • Where are inconsistencies across team members and/or locations? 
  • Do you have a standard card-on-file process for every patient? 
  • How much time is spent manually following up on missed payments? 

These small inefficiencies may seem minor, but overtime they create significant revenue gaps and unnecessary overhead—especially across multiple locations.  

Improve Collections and Reduce Overhead in 30 Days with a Few Simple Actions

Week 1: Audit What’s Actually Happening 

You can’t fix what you can’t see. 

Start by reviewing your current performance:  

  • What percentage of payments are collected at time-of-service vs. recurring? 
  • How much revenue is sitting in A/R–and for how long?  
  • Which providers or locations are underperforming?  
  • Are certain services or products being under-collected?   

When you take advantage of the technology at your fingertips, these insights become much easier to uncover. This is a critical exercise—pull the data, establish your baseline, and set your goals.

Week 2: Improve Collection Rate with Simple Changes 

One of the most impactful steps you can take: 

Make card-on-file non-negotiable. 

  • Ensure every patient has a card securely stored 
  • Position it as a convenience, not a requirement using simple, consistent language: “This makes checkout faster and easier for you.” 

This one shift alone can dramatically reduce missed or delayed payments.

Week 3: Automate Revenue for Predictability 

Don’t wait for payments—plan for them.  

By building automation into your workflow, you can create consistency for both your team and your patients.   

  • Set up recurring payments for wellness or treatment plans 
  • Align payments with care schedules 
  • Reduce reliance on manual collections at each visit 

When your systems are connected—like a patient management system paired with an integrated payments solution—your workflows and collections become seamless.  

Patients can focus on care. Your team can focus on patient experience. And you gain a more predictable, reliable revenue stream.

Week 4: Eliminate Manual Collection Work 

If your team is still chasing balances, there’s an opportunity to improve efficiency.  

  • Use secure paylinks and text-to-pay options to collect quickly 
  • Allow patients to pay from anywhere, at any time 
  • Reduce the need for follow-up calls and in-office payment conversations 

The goal is simple: Spend less time talking about payments—and more time delivering care.

What High-Performing Practices Do Differently

Successful practices don’t just track numbers—they operationalize them.  

They:  

  • Collect before patients leave (or even before they arrive) 
  • Create consistent, repeatable processes across teams and locations 
  • Hold team meetings to review performance and adjust  

This level of consistency is what turns insights into results.  

Turning Awareness Into Action 

Understanding your numbers is the first step. Acting on them is what drives growth.  

With the right systems and automation in place, you can: 

  • Increase collection rates  
  • Reduce time spent on manual processes  
  • Lower overhead without cutting corners  

But results don’t come from tools alone—they come from consistency. 

The most successful practices—whether you have one location or many—grow by turning their best-performing workflows into standard practice. 

Have questions about Paylinks and text-to-pay options? See how they can simplify your workflow, minimize manual collection efforts, and help you get paid faster.  

Not yet using Fortis? Contact us. 

Already using Fortis? Reach out to our team anytime. We’ve also included a flyer you can bookmark or print to keep handy. We’re here to help! 

Share Fortis and Win. 

Do you know another chiropractor who could benefit from Fortis’ powerful payment solutions? Send them our way and you could win a $200 Visa Gift Card! 

Every eligible chiropractic practice you refer earns you one entry into our quarterly drawing. One lucky winner is drawn each quarter for a $200 Visa Gift Card. Referrals must be valid chiropractic practices not currently using Fortis. No purchase necessary. Terms and conditions apply. 

Davis Family Chiropractic Case Study

Posted on by GTU Dev

About Davis Family Chiropractic

Dr. Alisha Davis opened Davis Family Chiropractic in Raleigh, North Carolina in 2012, building a practice grounded in the belief that chiropractic care can meaningfully improve patients’ lives. Inspired by her father’s career and practicing since 1999, Dr. Davis has cared for thousands of patients across what has grown into a thriving multi-provider practice. Her focus has always been on her patients. Keeping it there requires the right operational foundation.

The Challenge

In an effort to reduce processing costs, Davis Family Chiropractic switched payment processors. The move that looked straightforward on paper introduced significant strain across the entire practice. 

Payment workflows that had previously run smoothly became bottlenecks between the front desk and leadership. Processing refunds and managing workarounds for routine transactions consumed hours that should have gone to patient care. Reporting became unreliable, making it difficult to accurately track performance across individual providers. The administrative burden created by the switch had shifted the team’s attention away from the thing that mattered most: the patients. 

How Fortis Helped

Recognizing the impact the switch was having on their operations, Davis Family Chiropractic made the decision to return to Fortis. The Fortis platform is purpose-built to support multi-provider chiropractic practices with the operational tools, reporting capabilities, and payment flexibility needed to run a growing practice without the back-office friction.

The Impact

Returning to Fortis gave Davis Family Chiropractic back what the switch had cost them: 

  • Streamlined operational efficiency through intuitive payment workflows, fast refunds, and simplified transaction management 
  • Reduced administrative time, giving the team valuable hours each week to refocus on patient care 
  • Reliable, customized reporting with accurate provider-level visibility the team can confidently act on 
  • Flexible payment processing that handles all payment types efficiently, from refunds to contactless payments 

Transcepta Case Study

Posted on by GTU Dev

About Transcepta

Transcepta is an AI-driven AP automation platform that connects hundreds of thousands of vendors to enterprise buyers, delivering invoices directly into ERP systems with zero manual touchpoints. Their mission is straightforward: make finance teams the most efficient function in the organization. For Transcepta, every friction point in the payment process is a problem worth solving.

The Challenge

Transcepta’s vast vendor network was running into a persistent bottleneck: friction around card and ACH payment acceptance. Suppliers needed a faster, simpler way to get paid. Buyers needed payments to flow directly into their accounting systems without manual reconciliation on the back end. The existing process had too many touchpoints for a platform built around the promise of zero. 

How Fortis Helped

Transcepta needed a payments partner that could match their ambition: deep ERP expertise, scalable infrastructure, and the ability to onboard vendors quickly without disrupting workflows. Fortis delivered on all three. 

Native integrations across all major ERP and accounting systems meant payments could flow directly into the systems buyers already used. A white-glove implementation experience accelerated vendor onboarding without adding operational strain. And a shared commitment to customer-first culture and technology innovation made the partnership feel like a natural extension of what Transcepta was already building. 

The result was seamless, touchless payment flows that mapped directly to Transcepta’s zero-touchpoint mission — not a workaround, but a genuine fit. 

The Impact

Since partnering with Fortis, Transcepta’s customers are seeing measurable improvements across their AP operations: 

  • Reduced manual processes across accounts payable workflows 
  • Accelerated vendor onboarding and faster time to go-live 
  • Improved accuracy across accounting and ERP systems 
  • Seamless card and ACH payment acceptance at scale 

“What we want to do is deliver as many invoices from your vendor into your ERP system, ready to pay, with no human touchpoints.”

Shan Haq — Chief Strategy Officer, Transcepta

“We wanted somebody who shared our corporate values, someone who put customers first, a lot of technology innovation—and that’s what we’re doing with Fortis.”

Mitch Baxter — VP of Solutions, Transcepta

HearUSA Case Study

Posted on by GTU Dev

About HearUSA

Established in 1987, HearUSA is a leading provider of hearing care solutions with a mission to empower individuals with hearing loss through innovative technology and personalized service. Today, HearUSA operates more than 397 locations across the United States, processing over $6 million in payments every month.

The Challenge

Before partnering with Fortis, HearUSA was operating with a fragmented payment environment that created problems at every level of the business. Standalone payment terminals were not integrated with their point-of-sale system, leading to manual reconciliation, data discrepancies, and operational inefficiencies that compounded across hundreds of locations. The lack of integration with their TCM software created additional issues including mismatched voids and transaction errors that required time-consuming resolution. For a business focused on delivering exceptional patient care, the administrative burden was a real distraction.

How Fortis Helped

HearUSA was connected with Fortis through C2XCEL, a professional technology advisory firm that had previously helped them implement a new phone system. Fortis implemented a comprehensive payment solution built around an advanced API and gateway that integrated directly with HearUSA’s existing systems. The integration eliminated manual data entry, reduced errors, and gave HearUSA a centralized payment processing environment that could scale with their growth. For a network of hundreds of locations processing millions in payments each month, that kind of operational consistency matters.

The Impact

The partnership with Fortis gave HearUSA the operational foundation to grow with confidence: 

  • Streamlined operations across all locations with centralized, integrated payment processing 
  • Manual errors reduced through direct system integration, eliminating duplicate entry 
  • Improved customer experience through a seamless, consistent payment process at every location 

A scalable platform that has supported HearUSA’s continued expansion to 397 locations and beyond 

Window World Case Study

Posted on by GTU Dev

About Window World

Founded in 1995 and headquartered in North Wilkesboro, North Carolina, Window World has grown into the largest window replacement company in the United States. With over 230 franchise locations and more than 25 million windows sold, they’ve built their reputation on high-quality, affordable home exterior products backed by strong customer service. As the business has scaled, so has the complexity of running it.

The Challenge

Operating 230-plus franchise locations means payment processes that work at one location need to work everywhere. Window World’s existing approach relied on manual reconciliation that was slow, error-prone, and time-consuming for accounting teams. Customers wanted a smoother payment experience. Employees wanted less administrative overhead. The gap between what the business needed and what the existing system could deliver was growing.

How Fortis Helped

The solution was embedding payments directly inside WindowWorld360, Window World’s proprietary platform, using the Fortis embedded payments infrastructure. Rather than bolting on a payment tool, Fortis built a native experience that fit how Window World actually operates. 

The integration introduced in-home digital quoting and payments, giving sales teams the ability to close and collect in a single visit. Automated backend reconciliation eliminated the manual entry that had been slowing down accounting teams. And faster, more accurate transaction processing improved the experience for customers and franchisees alike. 

The Impact

Across more than 230 locations, the results have been felt at every level of the business: 

  • Manual entry eliminated for accounting teams across all franchise locations 
  • Time saved for both Window World employees and customers 
  • Improved data visibility across the entire franchise network 
  • A faster, more seamless payment experience from quote to close 

“Fortis didn’t just provide a solution—they built one with us.”

Duffy Sweeney — SVP of IT & Digital Operations, Window World

Visual Matrix Case Study

Posted on by GTU Dev

About Visual Matrix

Founded in 2000 and based in Richardson, Texas, Visual Matrix has spent more than two decades serving the global hospitality industry as a pioneer in hotel property management technology. As the leading PMS supplier to Best Western Hotels and Resorts, Visual Matrix currently serves over 3,000 properties across 30 countries. Their platform is built around one core idea: give hotel operators everything they need to run their properties from a single place. 

The Challenge

As Visual Matrix expanded its platform capabilities, payments became a critical gap. Their hotel customers needed multiple ways to accept guest payments without leaving the Visual Matrix environment, and they needed those payments to connect cleanly to the rest of their operations. Managing reconciliation across hundreds of properties, preventing fraud, and handling the complexity of card-present transactions at the front desk all required a payments partner with serious technical depth and a track record of fast, reliable integrations.

How Fortis Helped

Fortis delivered a comprehensive embedded payments integration built around the Visual Matrix platform. Using the Fortis API, Visual Matrix was able to fully integrate tokenization and payment processing directly into their software, eliminating double entry at the front desk and reducing reconciliation complexity across properties. 

The integration covered the full scope of what hospitality operations require: desktop EMV card-present transactions, signature capture, tokenization for both terminal and keyed-in cards, running transactions using tokens, and refund and void capabilities. Fortis’s EMV architecture also simplified the process of distributing terminals to hotel properties and deploying them on hotel networks, removing a significant implementation burden from the Visual Matrix team and their customers. 

Chargeback management through the Fortis integration further reduced card-not-present chargebacks, giving hotel operators a more secure and reliable payment environment. 

The Impact

The Fortis integration was completed ahead of the originally estimated schedule, a reflection of the quality of the API and the responsiveness of the implementation team. Since go-live, Visual Matrix has boarded 121 merchants on the Fortis platform, with the infrastructure in place to scale that number as their customer base grows. 

  • Reconciliation simplified across properties by eliminating double entry at the front desk 
  • Fraud exposure reduced through integrated chargeback management and tokenization 
  • Terminal distribution and hotel network deployment streamlined through Fortis EMV architecture 

Integration completed ahead of schedule, minimizing disruption for the Visual Matrix team 

Biller Genie Case Study

Posted on by GTU Dev

About Biller Genie

Founded in 2020, Biller Genie helps small and mid-sized businesses automate their accounts receivable process through a set-and-forget, cloud-based platform that integrates seamlessly with existing business software. Their focus is simple: take the manual work out of getting paid so business owners can focus on running their businesses.

The Challenge

As Biller Genie scaled its AR automation platform, they needed a payment gateway that could keep pace. Specifically, they needed robust credit card and ACH payment capabilities delivered through a reliable, developer-friendly API. They also needed to offer dynamic Level 3 processing so their customers could take advantage of interchange savings without adding complexity to their workflows. Finding a payments partner with the technical depth and the support model to match was harder than it should have been.

How Fortis Helped

Biller Genie built a direct integration using the Fortis API, connecting their platform to credit card and ACH payment processing in a way that felt native rather than bolted on. The integration covered the full scope of what their customers needed: Level 3 processing, one-time and recurring payments, and tokenization for secure, repeatable transactions. 

Beyond the core integration, Biller Genie leveraged the Fortis API’s transactions webhook reporting functionality to deliver real-time transactional data to their customers — giving AR teams the visibility they needed to manage collections confidently. The technical implementation was smooth, and the support model behind it matched the quality of the product. 

The Impact

With Fortis powering their payment infrastructure, Biller Genie has been able to deliver a more complete, more capable AR automation experience to their customers — without the friction of managing a payment partner that couldn’t keep up.

“Fortis is the embodiment of everything a tech-enabled payment provider should be. Developer-friendly APIs, common-sense support, no-nonsense account management. Kudos to you guys for a job well done.”

Thomas Aronica — CEO, Biller Genie