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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 over a week ago

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. Or, click on the QR code icon to download a .PNG file of your Patient Portal link and use it in practice paperwork, at your front desk, on your website, and more!

Patient Online Payment Experience

Our Patient Portal keeps your patient's health records and transactions secure and safe. Share the link/QR code directly with patients in a message or add it to your website for easy access at any time.

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

    Note: The Patient Portal Payments toggle must be turned On in Settings in order for patients to be able to make payments online via the Patient Portal. Click here to learn more.

  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. Patients can also choose to save the card for future payments by clicking on the checkbox

  7. 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

  8. If your practice has automatic post to ledger settings disabled, recently made payments will show as a line item in the Patient Portal Payments tab so that your patients can stay informed on their balance:

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