How patients agree to receive texts

Last updated: October 19, 2026

Summit Payments provides a phone receptionist for dental practices. When a patient calls a participating practice and wants to pay a balance or save a card on file, the receptionist can text a secure iPOS Pays link. It only sends a text after the caller agrees on the call.

What the receptionist says

Before sending any text, after confirming the caller's name and mobile number, the receptionist asks one short question, word for word:

For a payment link: "Can I text you a secure payment link from Summit Payments? Message and data rates may apply. By saying yes, you agree to our texting terms and privacy policy at getsummit.co."

For a card-on-file link: "Can I text you a secure link to save your card on file, from Summit Payments? Message and data rates may apply. By saying yes, you agree to our texting terms and privacy policy at getsummit.co."

If the caller says yes

The receptionist says: "Thank you. You'll get a text from Summit Payments in a moment."

The receptionist then sends the link. The first text confirms the caller is opted in and explains HELP and STOP. It says: "Summit Payments: You're opted in to payment link texts, 1-2 msgs per request. Msg & data rates may apply. Reply HELP for help, STOP to opt out. Questions: [email protected] or (844) 701-2738."

If the caller says no or isn't sure

If the caller says no, the receptionist says: "No problem, I won't send any texts. I can take a message so someone from the office calls you back to help with your payment, or you can pay at your next visit." The receptionist sends no text. Saying no never blocks the caller from getting help.

If the answer is unclear, the receptionist asks once: "Just to confirm, is it OK for Summit Payments to text you? Yes or no?" If it is still not a clear yes, the receptionist treats it as a no and sends no text.

If the caller asks on the call to stop texts, the receptionist says: "Got it, I'll make sure you don't get any more texts."

Program details

  • Messages: secure payment links and card-on-file links only. No appointment texts, no account texts, and no marketing.
  • Frequency: varies, usually one or two messages per request.
  • Message and data rates may apply.
  • Reply STOP to opt out at any time. Reply HELP for help, email [email protected], or call (844) 701-2738.
  • Carriers are not liable for delayed or undelivered messages.
  • We do not share, sell, or provide your mobile phone number or messaging consent data to third parties or affiliates for marketing or promotional purposes.

SMS Terms: https://getsummit.co/terms

Privacy Policy: https://getsummit.co/privacy

Questions: [email protected]