This article is about our Payments Solution through our Analytics Module. If you are looking for information regarding our Payments Solution the Engagement Module click here.
With Analytics Payments Single Payment Request, you can easily request a payment from a single patient.
Watch this video to see how this new feature works:
Request a Single Payment
Select the Payments Icon
Click on Payments Dashboard
Select Single Payment Request
Search for a patient
Select the Most Recent Balance or click Other Amount to customize
Select the Delivery Method by clicking either SMS, Email, or both
Select the Pencil Icon found in the message preview to edit the message content
Place cursor in the text box where desired, then select the Variable icon
From the list of Variables, select the information needed (This will auto-fill from your Practice Management Software)
Click into the Text Box to add content
Click the Revert icon to reset to the original message
Select Done
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
Click Send in the bottom right hand corner to request the single payment
Please note:
If a single payment request is sent to an adult OR child patient and there is a guarantor on their family account, the payment request will go to the guarantor.
The patient must input their date of birth as MM/YYYY (not MM/DD/YY) when opening payment links
Any single payment requests that are sent will remove that patient from the bulk payment request list. To learn more about sending a bulk payment request, click here.
Single payment requests will be sent out in the time zone that they are requested in
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