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!