Change Payment Portal Statement Notifications

Follow the steps to confirm a patient’s registration status for the Payment Portal.

1. Select Patient > Patient.

2. 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.

3. Select the Patient.

4. Click the Billing Info tab.

5. Navigate to the Payment Portal Options section.

6. If you see Patient has not completed the registration process for the Payment Portal, this means the patient hasn’t registered yet.

7. Patient has decided not to receive electronic statements:  Click Change to update the preferred communication method chosen by the patient for electronic statement notifications.

8. Patient has decided not to receive electronic payment plan statements:  Click Change to update the preferred communication method chosen by the patient for electronic payment plan notifications.

9. Click Send.