Payment Portal Registration

This section is only visible for accounts that have the Online Payment Portal enabled. Once enabled, proceed to the Patient section to invite a patient to the Payment Portal via email. For more information on our Integrated Payment Processing and our Online Payment Portal, please refer to our Getting Started with CollaborateMD & TSYS Help Article


Who can use this feature?

Users with the Payment Portal Invite permission. 


Send Payment Portal Invite

This section is only visible for accounts that have the Online Payment Portal enabled. Once enabled, proceed to the Patient section to invite a patient to the Payment Portal via email. 

Who can use this feature?

Users with the Payment Portal Invite permission.


  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. Click the Send Invite Now button.

  7. Verify the email that displays in the pop up.

  8. Click Send.

  9. Click Save

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.

Set Read-Only Access to Payment Portal

You have the option to restrict patients to read-only mode within the Payment Portal. This will allow the patient to only view their charge information; they will not be able to make payments via the 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. Place a check in the Restrict patient to read-only access box.

  7. Click Save