Skip to main content

​
At a Glance

Patients receive statements by text and email automatically, but sometimes you’ll want to send a one-off email statement — for example, if a patient wants a fresh one at the top of their inbox.

​
How to Do It

  1. Open the patient’s profile and, on the Charges tab, click Pay Balance. (Disabled if the patient has no balance.)
  2. Choose Send Payment Link → Send via Email.
  3. Click Confirm. The email statement is sent shortly.
The email gives the patient several ways to pay, from a mobile-friendly link to mailing in a check.

​
FAQ

Yes. Click Download Patient Mail Statement (or Download Statements) at the top of the patient’s profile to preview exactly what the patient receives.