Payment Requests

When a patient has an outstanding balance, a payment request can be sent via the Collect Payments subtab to facilitate electronic payment at the patient's convenience. Each request creates an email with a secure link that the patient can click to pay their remaining balance. To view an example of a payment request, click here.

User Permissions

Managing Organization and Organization Admins can create and manage payment requests. Profiles with user-level designations will require additional permissions to view and send payment requests. For more information about Patient Billing permissions, click here.

Configuration

If you need to update any information in the Payment Request email template, click here. 

Workflow

Let's review how to generate a payment request!

1. To start, navigate to the Patients section and locate the patient for whom you wish to record a payment and click the Collect Payment quick link.
2. Next, scroll down and click Create Payment Request.
3. The system will default to the patient's current balance for the Amount Requested. However, the amount can be changed when applicable.
4. Enter the first name and last name of the recipient of the request.
5. Then select the facility from the dropdown where the services were rendered.
6. Input the email where you'd like to send the request.
7. Add any relevant notes as needed, then click Send Payment Request to complete the process.

Managing the Request

When a Payment Request has been made, a record of that request will be located under Patient > Patient Billing > Collect Payments > Payment Requests.  This section includes:

• Date: This is the date the request was first made.
• Full Name: The First and Last name of the recipient of the request.
• Amount: The amount remaining of the request. Partial payments made will reduce this amount.
• Status: The current state of the request.

Once the full amount of the request has been paid, the request will no longer be visible. This indicates that the opening balance of the initial request has been paid in full. You can find all the payments made towards that balance under the Patient > Patient Billing > Payments section.

• Service Payment Request.msg 60 KB