Payments
Add a Product
1. Navigate to the Internal 2. Go to Payments 3. Select the Setting icon and from the action dropdown select Products. 4. Select the "+" icon. - Enter all the applicable information. 5. Click the Add button at the top of the dialogue box. Updates ...
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. ...
Refund Collected Payments
1. Navigate to the Internal 2. Go to Payments 3. From the Action Colum select the Refund Button. - Enter the refund amount 4. Click the Refund button at the bottom of the dialogue box. Refund Receipt will sent to the patient immediately
Send Payment Receipts to Patients
1. Navigate to the Internal 2. Go to Payments 3. From the Action Colum select the Receipt Button in the dropdown. 4. Click the Send button at the bottom of the dialogue box.
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 ...
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
Edit Patient Payment Requests
1. Navigate to the Internal 2. Go to Payments 3. From the Action Colum select the Edit Button. 4. Enter all applicable information. 5. Click the Send Request button at the top of the dialogue box. Patient will be notified to the contact information ...
Collecting Payment Request VIA Dashboard
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 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 ...