Patients may be invited to make payments online.

Invite the patient to online portal access

1. The staff will locate the patient and click the airplane icon which will generate an invite.

 

2. A message will display confirming the patient email and cell phone is correct.

 

3. The patient will receive both, an email and text. The text specifically includes the passcode required to complete the patient registration.

 

Inside the patient portal, click on Billing

4. Once the patient is in the Patient Portal, they will click on the Billing icon, bottom left. Immediately patients will see their current balance at the top.

 

5. The patient will need to enter a payment method by clicking Add Methods.

 

6. All five fields are required to click Add this card successfully.

 

7. The patient may then enter a single payment or create a payment plan also known as Recurring Payments.

 

8. To make a single payment, under Payments, click on Add Payment.

 

9. Select the method, enter an amount, and click Send.

 

10. To make a Recurring Payment, click on Add Recurring Payment.

 

11. Complete the five fields required and review the blue summary to make sure it is the plan you are expecting. When all is correct, click the Add button.

 

12. Once added, a summary of the recurring payment is visible.

 

13. At any time, the patient is able to click on a recurring payment and delete it. They also can add several recurring payments. When a recurring payment is active, that payment method card cannot be deleted and is indicated by a lock icon. After any payment is authorized, single or recurring, the balance will update.