Collecting Payment Request VIA Payment Portal

After a payment request is added a unique URL will be sent to the patient to make a payment remotely

1. Patient can click on the link and it will redirect them to the payment portal.

2. Patient will be prompted to add Credit/Debit Card Details.

3. After the payment has been processed they will receive a receipt. 

Once payment is collected status will get updated to Paid.

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  1. Navigate to the Internal 2. Go to Payments 3. From the Action Colum select the Collect Payment Button. 5. Select a Payment Method - If Credit or Debit Card is selected enter the applicable information Only available if you have a current ...

• Send a Payment Request Reminder VIA SMS/Email

  1. Navigate to the Internal 2. Go to Payments 3. From the Action Colum select the Reminder Button in the dropdown. Note : An SMS/Email will be sent out to the recipient's SMS/Email address 

• Send Payment Request to Patients

  1. Navigate to the Internal 2. Go to Payments 3. Click on the "+" icon located on the top right of the table.  4. Enter all applicable information.  5. Click the Send Request button at the top of the dialogue box.  Patient will be notified to the ...

• Delete Payment Requests

  1. Navigate to the Internal 2. Go to Payments 3. From the Action Colum select the Delete Button in the dropdown. 4. Click the Delete button at the bottom of the dialogue box.  Payment Request will be deleted and patient will no longer have access to ...

• Upload/Download Authorization Release records from the Document Portal

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