At a Glance
Most practices send recurring statements automatically via text and email by configuring their Patient Statements settings. This guide describes what the patient experiences when they receive one.Paying from an Email
The patient receives an email from your practice with their statement attached and a Pay Online option. Choosing it opens a pre-filled login page where they confirm their date of birth, view a breakdown of the bill, and pay by card (or a saved card on file). They receive an email receipt once payment goes through.Paying from a Text
The patient receives a payment-request text. Tapping the link opens a form with their name pre-filled (they enter their date of birth), shows the amount due with a View Breakdown option, and lets them pay by card (or a saved card). They receive a text receipt once payment succeeds.FAQ
Do patients have to log in to pay?
Do patients have to log in to pay?
They confirm their identity (typically their date of birth) on a pre-filled page before viewing the balance and paying. No separate portal account is required to pay from the link.