How to Take Payment for Families

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At a Glance

When several people pay together — like a parent settling their own balance and their child’s — a single combined payment is the most efficient way to handle it.

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How to Do It

1. Open the patient’s profile and, on the Charges tab, click Pay Balance. (This button is disabled if the patient has no balance.)
2. In the popup, click Add a related patient.
3. Search by name, date of birth, or phone number, and select the patient. You can add as many patients as you like.
4. Each added patient’s outstanding balance auto-fills the pay amount. You can edit the amounts — lowering the amount requested can help secure at least a partial payment.
5. Choose the payment method and click Confirm.

If you chose a method that sends a statement, the patient receives it shortly. If you charged a card directly, the payment processes immediately and you can send a receipt by text or email.

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FAQ

How many patients can I combine into one payment?

As many as you like. Use Add a related patient repeatedly and adjust each patient’s amount before confirming.