Getting Started with Vyne Trellis

Step 1

Download and Install

• Vyne Sync - Allows patient data to automatically flow into Vyne Trellis from your PMS, eliminating manual entry.
• JETT: File Uploader Plugin - The JETT Plugin routes documents from your PMS directly into Vyne Trellis with fewer manual steps—no exports, no downloads, no local storage.

Step 2

Select a Trellis feature to get started

Insurance

Claims       Image Sync      Perio Sync      Eligibility

Payments

Request a Payment     Add Buy Now, Pay Over Time   Set Up Your Payments Terminal   Virtual Terminal Payments  

 Billing Statements   Adding Online Payments to Billing Statements   Website Bill Pay

 Processing Virtual Insurance Credit Cards   

Engagement

Patient Messaging     Online Scheduling    Reminders     Forms      Files

Campaigns     Reviews     Live Webchat     Secure Email    Team Chat

Step 1

Download and Install

• Vyne Sync - Allows patient data to automatically flow into Vyne Trellis from your PMS, eliminating manual entry.
• JETT: File Uploader Plugin - The JETT Plugin routes documents from your PMS directly into Vyne Trellis with fewer manual steps—no exports, no downloads, no local storage.

Step 2

Select a Trellis feature to get started

Insurance

Claims       Image Sync      Perio Sync      Eligibility

Payments

 Request a Payment     Add Buy Now, Pay Over Time   Set Up Your Payments Terminal   Virtual Terminal Payments    

 Billing Statements   Adding Online Payments to Billing Statements   Website Bill Pay

 Processing Virtual Insurance Credit Cards   

Engagement

Patient Messaging     Online Scheduling    Reminders     Forms      Files

Campaigns     Reviews     Live Webchat     Secure Email    Team Chat

Step 1

Download and Install

• Vyne Sync - Allows patient data to automatically flow into Vyne Trellis from your PMS, eliminating manual entry.
• JETT: File Uploader Plugin - The JETT Plugin routes documents from your PMS directly into Vyne Trellis with fewer manual steps—no exports, no downloads, no local storage.

Step 2

Select a Trellis feature to get started

Insurance

Claims       Image Sync      Perio Sync      Eligibility

Payments

Request a Payment     Add Buy Now, Pay Over Time   Set Up Your Payments Terminal   Virtual Terminal Payments    

 Billing Statements   Adding Online Payments to Billing Statements   Website Bill Pay

 Processing Virtual Insurance Credit Cards    

Engagement

Patient Messaging     Online Scheduling    Reminders     Forms      Files

Campaigns     Reviews     Live Webchat     Secure Email    Team Chat

Step 1

Select a Trellis feature to get started

Insurance

Claims      Image Sync      Eligibility

Payments

Request a Payment    Add Buy Now, Pay Over Time    Virtual Terminal Payments  

 Website Bill Pay     Processing Virtual Insurance Credit Cards    

Engagement

Patient Messaging    Forms       Files    Reviews    Live Webchat     Secure Email    Team Chat