At a Glance
A payment link shows the patient their full outstanding balance, with itemized detail of the encounters contributing to it, and lets them pay online.Send via Text or Email
- On the Appointments page, choose the patient encounter and click Charge.
- Enter the amount to charge. (You can also set up a payment plan from here.)
- Continue to the payment method and choose Send Payment Link → Send via Text or Send via Email, then confirm.
Generate a Link Within Insights
From the Patient Responsibility page, open the Actions menu and choose Generate Patient Pay Link. Paste the link into a new browser tab; the patient signs in (they receive an authentication code by text and email and can choose either).At Checkout
The patient can view all charges contributing to their balance, then click Go to Checkout to pay in full or in part (partial payments depend on your PR Settings). They can use a saved card or add a new one, and a receipt is sent on completion.Generated pay links expire after one hour, after which the patient must re-authenticate via the emailed link.
FAQ
Can the patient pay only part of the balance?
Can the patient pay only part of the balance?
Yes, if partial payments are enabled in the General tab of your PR Settings. Otherwise they must pay the full balance.