How to send a Payment Link?

Purpose:

To enable secure, convenient patient payments by generating one-time-use payment links for outstanding balances, sent via email/SMS, with integrated credit card processing.

Scope:

This feature covers:

• Payment link generation for specific patient balances

• Delivery options: Email + SMS

• Credit card processing (with 3% fee automatically calculated)

• One-time-use security: Links expire after successful payment

• Real-time payment reconciliation: Updates patient accounts immediately

Procedure:

1. Generate Payment Link:

1. Select the patient and visit with an outstanding balance.

2. Click Send Payment Link (confirm amount, e.g., "$50").

3. Choose delivery method(s): Email and/or SMS.

2. Patient Payment Process:

1. Patient clicks link in email/SMS.

2. System displays:

   • Invoice amount (e.g., "$50").

   • Credit card fee (e.g., "+3% = $51.50 total").

3. Patient enters:

   • Billing details.

   • Credit card information.

4. Submits payment; receives "Success" confirmation.

3. Post-Payment Actions:

• Link deactivation: Attempting to reuse the link displays:
  "Payment for this invoice has already been completed."

• Auto-reconciliation:

  • Payment appears in Patient Pay - Credit Card ledger.

  • Balance updates in real-time (refresh to verify).

• Email confirmations: Sent to both clinic and patient.

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In this video, I walk you through the process of testing a payment link for a $50 invoice. I demonstrate how to send the payment link via email and SMS, and I show the steps to complete the payment, including the credit card fee. It's important to note that the link should become inactive after the payment is processed. Please make sure to review the process and let me know if you have any questions!