Check Payment Portal Registration

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. Optional: You can send additional registration email invites by clicking the Send Invite Now button. 

  8. Verify the email that displays in the pop-up.

  9. Click Send.