Sending a payment request to individual patients via text or email

In this article, you will learn how to send patients a payment link from either the patient's ledger or to bulk message groups of patients from the outstanding collection (AR aging) report. This payment link will allow your patients to pay their balance without having to log in to their patient portal. 

 

The first option is to send a payment link to a patient. Navigate to the patient's ledger and select the Request button.

 

 

Next, you will select the statement range, the method of communication to send the payment link, and the message included. 

 

• Select the channel you wish to use. 
  • Preferred will send to the patient's preferred communication mode (email or SMS)
  • Select SMS to only send SMS
  • Select Email to only send Email
  • Select both SMS and Email if you wish to send both
  • Select Mail if you wish to mail a paper statement to the patient. Additional costs apply.

• Draft the message you would like to send. 
  • If sending via Preferred or Email, you will need to add a subject line for your email
  • If sending via Preferred or both Email and SMS, you have the option to copy the SMS message to the email template.

• Use the / key to use different variables in your message. (Patient Name, Practice Name, Practice Phone Number, etc.)
  • If you have activated your billing merchant with Archy, you'll be able to add a payment link.
  • If you have not activated your billing merchant with Archy, you will not be able to add a payment link, but you can request that the patient contact the office to pay.

Confirm that you want to send the message. The message will be sent within a few minutes to the patient.

 

 

To see the patient's experience once receiving a message to pay via the payment link, learn more about Text To Pay: Patient Experience