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Engagement: Collecting Payments Online via the Patient Portal
Engagement: Collecting Payments Online via the Patient Portal

Share your Patient Portal link with patients so that they can make payments online at any time

Erika Gardner avatar
Written by Erika Gardner
Updated this week

Among the many conveniences offered by digitalization, the ability for patients to pay their bills online stands out as a significant benefit. This innovation not only streamlines administrative processes but also enhances the overall patient experience in numerous ways. From increased efficiency to greater accessibility, allowing patients to settle their bills online represents a progressive step forward for your practice!

In this article, we'll learn about:


Share Your Patient Portal Link

  1. Click on the Settings gear icon in the upper right corner of Engagement

  2. Click on the Services tab and then click Resources

  3. Locate the Patient Portal link from the list of resources, and then click on the copy icon to copy the link and paste it as needed

  4. Share the link directly with patients in a message or add the link to your website for easy access at any time


Patient Online Payment Experience

Our Patient Portal keeps your patient's health records and transactions secure and safe.

Did you know that the Patient Portal also allows patients to complete outstanding forms? Click here to learn more!

  1. When a patient clicks on the Patient Portal URL linked from your website or included in a text or email message, they will be prompted to verify their identity by confirming their phone, email, or initials

  2. Patients are required to log in with their username and password as well as verify their identity using two-factor authentication before they will be permitted access to the Patient Portal

  3. Navigating to the Payments tab in the Patient Portal will allow patients to make a secure payment online for any outstanding balances related to their account. If the patient is a guarantor, dependent balances will be included here as well

  4. The patient can choose to pay the full balance or only a select portion by entering in the dollar amount that they would like to pay

  5. The patient will then add their credit card information. If they are already have a card on file, they can choose to use that one, or enter a new card

  6. Lastly, clicking Make a Payment will submit their payment. You will be notified of this transaction in the Engagement Inbox as well as the Transactions tab in your Payments dashboard

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