Inviting Patients to the Portal

Now that you have configured your Payment Portal, you should invite patients! Office staff can easily communicate this payment option via email, patient statements and / or free downloadable marketing material.  Here are all the options to market your new, secure online Payment Portal: 

  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! Visit to view and download. 

  3. Email Invitations. Easily invite patients via email from within the Patient or Scheduler section of the application. To invite a patient via email reference the Payment Portal Help Article in the Patients section.