Email/Text Receipt From the Payment Tracker

The Payment Tracker screen allows you to pull up previously posted patient payments and email or text the receipts associated with those payments.

Important: Please note that to use the text receipt option, an Auth Rep must first turn on text receipts from the Practices section.  For more information on turning on text receipts or editing receipt options, visit our Payment Defaults Help Article.

  1. Select Payment Payment Tracker.

  2. Enter your desired Search Criteria or Load a Search Filter

  3. Click Search. 

  4. Click the Send link (in the Receipt column) to open the print/send dialog box for the patient payment to be printed.

  5.  Select the Email option (or SMS Text option if sending via text).  

    Please note that the patient must first opt-in to receive email receipts. For more information on opting-in, visit our Change Your Receipt Opt-In Options Help Article.