Change Your Receipts Opt-In Options

Follow the steps to update a patient’s options to receive receipts.

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 decided not to receive receipts, this means the patient hasn’t opted-in to receiving receipts yet.

7. Click Change to update the preferred method to receive receipts chosen by the patient.

8. Click Save.