How to send a Patient invoice by email

This article will show you how to send a Patient invoice by email

Important Note: In order to use this feature, your Account must have UnifiedPay activated and the Patient must have a valid email address. Patients cannot do partial payments.

How to send a Patient invoice by email

Start by navigating to the Billing Info screen for the date of service.
If there is a remaining Balance Due, Click the Send Payment Link via Email button.

Once the invoice is sent the system will display the last sent on date and time.

PaymentLinkDate

An email will be delivered to the Patient with a Secure Payment button. Patients will be taken to a payment page, without the need to login in Patient Portal to pay for that one DOS.
The invoice will reflect the remaining balance. If a payment was taken before the Patient reviews the invoice, a message will appear letting the patient know that the appointment is fully paid.
When the Payment is successful, the Patient will see this confirmation message.
A receipt is not automatically emailed to the Patient.
To create a Receipt to send to your patients click here. To create a Superbill click here.
When a Payment is unsuccessful, the Patient will see this error message and be able to click Try Again to reprocess payment.
Once a payment is successfully collected, the system will automatically allocate that amount to the Services and Products added to that Date of Service.

Important Note: The Payment Link will remain active for 72 hours after it is sent via email.