Inviting Patients to the Portal

Now that you have configured your Payment Portal, you should invite patients! Office staff can communicate information about the payment portal via email, statements and/or free downloadable marketing material.   

  1. Send Statements. No setup required! We will automatically include the Payment Portal website on all your printed or automated patient statements.

  2. Marketing Material. Free downloadable material for your front desk!

  3. Email Invitations. Easily Invite Patients via Email within the Patient or Scheduler section of the application.