dental practice administrators & front desk staff
Stop manually organizing patient payment receipts and co-pay records.
Automatically organize patient payment receipts and co-payment documentation for streamlined dental practice financial management.Payment receipts auto-name to Patient_Date_Amount_Receipt.pdf and organize by patient with 97%+ accuracy for financial tracking.
Works with SharePoint, Dropbox, NetDocuments. Originals stay in place — Safe-Rename keeps your existing folder structure.
sample.pdf
Processing…
Make this workflow boring instead of stressful
Stop manually organizing patient payment receipts and co-pay records.
Ensure accurate tracking of patient financial responsibility. Maintain organized payment records for audit compliance and patient communication.
The ideal state is simple: Payment receipts auto-name to Patient_Date_Amount_Receipt.pdf and organize by patient with 97%+ accuracy for financial tracking.
Renamed.to reads each document, pulls out the fields you care about, and applies your naming rules automatically so your team opens folders that are already grouped and ready for review instead of rebuilding them from scratch every period.
95%
Extraction accuracy
<3 min
First rename
Safe-Rename
Originals untouched
What your files look like before vs after
No more download.pdf. Every document follows a clear naming convention that matches how your team actually searches for files.
motion.pdf
MATTER-458_Motion-in-Limine_2025-08-04_Plaintiff.pdf
Typical folder today
client-files/ misc/ motion.pdf document (2).pdf
After rolling out this workflow
client-files/ Ready/ MATTER-458_Motion-in-Limine_2025-08-04_Plaintiff.pdf
Patient payment automation
Organize patient receipts and co-pays for efficient financial management.
- 1
Connect practice management software or payment system exports.
- 2
AI extracts patient details, payment amounts, dates, and payment methods.
- 3
Organize by patient and payment type for unified financial record keeping.
3.4k payment receipts organized last month at 97.2% average confidence.
Why teams adopt this workflow
Multi-payment method support
Handle cash, credit card, check, HSA/FSA, and insurance co-pay payments.
Insurance coordination
Track patient responsibility amounts and link to insurance claim processing.
Payment reconciliation
Match patient payments with invoices and insurance reimbursements for accurate accounting.
Frequently asked
Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.