Analytics Payments - Requesting a Single Payment

With di. Payment's new Single Payment Request you can easily request a single payment from a patient.

Watch our video to see how this new feature works:

Step by Step Instructions:

1. Select the Payments Icon

   

2. Click on Payments Dashboard

   

3. Select Single Payment Request

   

4. Search for a patient

   

5. Select the Most Recent Balance or click Other Amount to customize

   

6. Select the Delivery Method by clicking either SMS, Email, or both

   

7. Select the Pencil Icon found in the message preview to edit the message content

   

   1. Place cursor in the text box where desired, then select the Variable icon

      1. From the list of Variables, select the information needed (This will auto-fill from your Practice Management Software)

   2. Click into the Text Box to add content

   3. Click the Revert icon to reset to the original message

   4. Select Done

      

8. Select Add Statement

   • The Default Statement is pulled directly from your Practice Management Software (you can preview this format by selecting the Preview button)

   • Or select Custom Statement

     • Enter a note

     • Click to Upload File

       

9. Click Send in the bottom right hand corner to request the single payment

   

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