Payment Requests are a quick and easy way to remind a patient to pay any outstanding invoices via your Patient Portal. This article will walk you through How to Send a Payment Request for an Outstanding Invoice
| Note: You must have a Payment Gateway enabled in order to collect online payments. |
Step 1: Navigate to Invoice Search
Select Accounting, Invoice Search from the menu bar located down the left side of your page.
Step 2: Finding the Invoice
Do a search for the invoice you want to send the Payment Request for. You can search by entering the Invoice #, Start and End Date, or Patient name. Set the Status field to Receivable.
Step 3: Send the Payment Request
Select the button then Payment Request
You will be asked to Confirm Email Payment Request, select OK to send
Then you'll be notified that the email has been sent
Conclusion
The patient will receive the email with a Pay Now link that will direct them to a payment screen via your Patient Portal
The Payment Request email will also be stored in the Patient Profile under Correspondence > System Emails tab.