Have a patient who lost access to the email associated with their online payment portal account? You can reset the patient's payment portal email and allow them to reset their own password with a new email address.
Follow the steps to change the patient's email associated with the Payment Portal.
Select Patient > Patient.
Use the Search field to search through your patients.
Place a check in the “Include inactive patients” box to include inactive patients in your search results.
Select the Patient.
Click the Billing Info tab.
Navigate to the Payment Portal Options section.
- Enter the new email address.
Click Reset Email.