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Medical Practices

Banking Resources for Medical Practices

Banking Resources for Medical Practices

Guides, comparisons, and insights to help your practice spend less on banking and earn more on every dollar.

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practice banking?

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MSO

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Dental Practices

Physical Therapy

Urgent Care

Chiropractic

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Dermatology

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Entity

Solo Practice

MSO

Professional Corporation

Group Practice

Specialities

Dental Practices

Physical Therapy

Urgent Care

Chiropractic

Orthopedics

Dermatology

Behavioral Health

Ophthalmology

Topic

Treasury Management

Cash Sweeps

Reconciliation

Medical Lockbox

Revenue Cycle Management

Practice Setup

The First 90 Days After a Practice Acquisition

Integrating a newly acquired clinic into your treasury stack means accounts, signers, payer remit redirects, sweep enrollment, and reconciliation. Here is the day-by-day checklist for the first quarter.

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From Remit Feed to 13-Week Cash Forecast

Your payer mix and remit cadence are the strongest signal in any healthcare cash forecast. Here is how to turn an 835 feed into a 13-week projection your CFO can defend.

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Closing a Practice Acquisition in One Banking Day

Wire cutoffs, escrow disbursements, and seller signature timing decide whether you close Friday or Monday. Here is the wire choreography for a same-day close.

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Counterparty Risk: The One-Pager Your Board Wants

After SVB, every healthcare CFO is asked the same question by their audit committee. Here is the one-pager template that answers it with FDIC, sweep network depth, and partner bank diligence.

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Cash Management Committee Charter for Healthcare Platforms

Who decides where $20M of idle cash sits, and how often do they meet? Here is a charter covering scope, attendees, approval thresholds, and review cadence.

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Five Questions Before Signing Your Next Bank

Speed to open, lockbox per-check pricing, virtual account ceiling, sweep architecture, and FDIC per entity. The answers to these five tell you whether the bank fits a multi-entity platform.

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A Treasury Policy Template for PE-Backed Platforms

A board-ready policy covers FDIC coverage, sweep allocation, signer matrix, and reserve targets. Use our template and customize it for your platform in an afternoon.

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Cash Management for Oncology Platforms

Chemo authorization holds, 270-day remit cycles, and acquisition cash sitting idle all live on one balance sheet. We walk through the policy a multistate oncology platform actually needs.

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The Second Dental Location Doesn't Break You. The Fifth One Does.

The systems that made your first practice great quietly fall apart as you grow, and scaling profitably is less about adding locations than about standardizing your operations, centralizing your back office and finances, and building leadership before you need it.

Read article

The First 90 Days After a Practice Acquisition

Integrating a newly acquired clinic into your treasury stack means accounts, signers, payer remit redirects, sweep enrollment, and reconciliation. Here is the day-by-day checklist for the first quarter.

Read article

From Remit Feed to 13-Week Cash Forecast

Your payer mix and remit cadence are the strongest signal in any healthcare cash forecast. Here is how to turn an 835 feed into a 13-week projection your CFO can defend.

Read article

Closing a Practice Acquisition in One Banking Day

Wire cutoffs, escrow disbursements, and seller signature timing decide whether you close Friday or Monday. Here is the wire choreography for a same-day close.

Read article

Counterparty Risk: The One-Pager Your Board Wants

After SVB, every healthcare CFO is asked the same question by their audit committee. Here is the one-pager template that answers it with FDIC, sweep network depth, and partner bank diligence.

Read article

Cash Management Committee Charter for Healthcare Platforms

Who decides where $20M of idle cash sits, and how often do they meet? Here is a charter covering scope, attendees, approval thresholds, and review cadence.

Read article

Filter by

Entity

Solo Practice

MSO

Professional Corporation

Group Practice

Specialities

Dental Practices

Physical Therapy

Urgent Care

Chiropractic

Orthopedics

Dermatology

Behavioral Health

Ophthalmology

Topic

Treasury Management

Cash Sweeps

Reconciliation

Medical Lockbox

Revenue Cycle Management

Practice Setup

Counterparty Risk: The One-Pager Your Board Wants

After SVB, every healthcare CFO is asked the same question by their audit committee. Here is the one-pager template that answers it with FDIC, sweep network depth, and partner bank diligence.

Read article

Five Questions Before Signing Your Next Bank

Speed to open, lockbox per-check pricing, virtual account ceiling, sweep architecture, and FDIC per entity. The answers to these five tell you whether the bank fits a multi-entity platform.

Read article

Reconciling 835s and Paper EOBs in One Pipeline

Half your remits arrive as electronic 835s, half as scanned paper EOBs. Here is how to merge both streams into one ledger that posts to the right encounter without manual matching.

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Anatomy vs Lemma: A Healthcare Operations Comparison

Anatomy and Lemma both clean up the back office of healthcare, but they start from different places. Anatomy is a financial automation layer that sits on top of your bank. Lemma is a healthcare-native bank account with the same automation built in. Here is how they compare on banking, lockbox, reconciliation, and pricing.

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How to Send Patient Refund Checks: 2026 Step-by-Step Guide

A practical guide for clinics on issuing patient refund checks including verification, approval workflow, payee details, and a faster digital alternative.

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Mercury vs Lemma for Medical Practices

Mercury is great if you're a SaaS company. Healthcare practices have ERA 835 files, paper EOBs, and multi-entity structures. Here's what that means.

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What APY Should Your Practice Expect in 2026?

Fed cut rates twice in late 2025. Practices should be earning 1.5-2% on operating cash and 4%+ on reserves. Here's how to tell if your bank is keeping up.

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How to Earn More on $1M+ in Practice Cash

$1M sitting at 0.05% costs you $44K a year. Three buckets, one simple split, and the mistakes to skip.

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FDIC vs Sweep Network Coverage: Which Do You Have?

FDIC and sweep networks aren't the same thing. FDIC is the $250K floor. A sweep network multiplies it to $10M. Most practices need both, layered.

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Ready to modernize your practice banking?

Open in minutes, no branch visit required

Book a demo

Free ACH – Lockbox – Wire transfers – 1.75% APY

Lemma banking services are provided in partnership with Core Bank, Member FDIC. Deposits are FDIC insured up to $250,000 per depositor.

Lemma Technologies, Inc. is not a bank. Banking services are provided by Core Bank.

© 2026 Lemma Technologies, Inc. All rights reserved.

Banking services provided by partner banks, FDIC insured.

Lemma banking services are provided in partnership with Core Bank, Member FDIC. Deposits are FDIC insured up to $250,000 per depositor.

Lemma Technologies, Inc. is not a bank. Banking services are provided by Core Bank.

© 2026 Lemma Technologies, Inc. All rights reserved.

Banking services provided by partner banks, FDIC insured.

Lemma banking services are provided in partnership with Core Bank, Member FDIC.

Deposits are FDIC insured up to $250,000 per depositor.

Lemma Technologies, Inc. is not a bank. Banking services are provided by Core Bank.

© 2026 Lemma Technologies, Inc. All rights reserved.

Banking services provided by partner banks, FDIC insured.

Ready to modernize your

practice banking?

Open in minutes, no branch visit required

Free ACH – Lockbox – Wire transfers – 1.75% APY

Book a demo