Org-first setupCard + bank billing railsSecure activation

Register the practice once, then launch claims with everything lined up.

SimpliClaim registration is built around the real things that matter at go-live: practice identity, portal ownership, billing method, submitter setup, and the activation path that gets the first admin into the portal fast.

What gets created

Organization record

Portal admin seat

Default submitter ID

Secure payment checkout

Practice

Tell SimpliClaim who the organization is.

Organization / practice namePractice phone

Organization Tax ID

Submitter logic

SimpliClaim will seed the organization tax ID as the default ISA06 submitter ID for the new practice.

Portal admin

Set the first person who owns the org.

Admin full nameAdmin email

Billing email

Activation path

SimpliClaim will queue a secure activation email so the admin can set a password without sending raw credentials in plain text.

Plan

Choose the lane that fits the practice now.

Billing rail

Choose how the practice wants to pay.

SimpliClaim will hand the practice off to a secure card checkout so Stripe can collect the live payment without exposing raw card details inside the portal.

Billing ZIP

Secure collection

Actual card and bank details are collected on the hosted payment page, then SimpliClaim provisions the practice after Stripe confirms the payment.

I authorize SimpliClaim to start the secure payment checkout, provision the organization after verified payment, queue the activation email, and create the first portal admin account.

SimpliClaim creates the practice only after Stripe confirms the payment. Once that clears, the portal admin receives the activation email right away.