At a Glance

This guide features screenshots and explanations of each step of the patient statement and payment process below.

Important Note: Most organizations automatically send recurring batches of patient statements via both text and email by configuring their Patient Statement settings.

Time to Send a Statement - Email or Text

Email a Payment Request

• Let’s say you’ve got all your patient’s information squared away and it’s time to collect payment. If you choose to send an email, this is what the patient will receive:

• The attached statement looks like this:

• If they choose to Pay Online, they will be taken to a pre-filled login page, except for their date of birth which they enter manually:

• Once they log in, they can view a breakdown of the bill:

• When they click Confirm Amount, a standard credit card information form appears (if their card info is already saved, they can choose to Pay with Card on File).

• Finally, once they Confirm Payment, they will get a receipt via email. All done! [screenshot pending]

Text a Payment Request

• This is an initial Welcome Message your patient will receive, followed by a Payment Request message if you choose the text option:

• When they tap the link, they will see this form with their name pre-filled, and a manual entry field for their date of birth:

• After they log in, they will see the amount due and an option to View Breakdown:

• When they tap Confirm Amount, a standard credit card information form appears (if their card info is already saved, they can choose to Pay with Card on File).

• After their card information is filled in, they can Confirm Payment:

• Once the payment has gone through successfully, patients will receive a text receipt. Finished!