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. 

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.   

   Looking for instructions on how patients can register to the payment portal?   Visit our Patient Payment Portal Help Articles for detailed steps on how patients can register for the payment portal.

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.

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. 

You have the option to restrict a patient's ability to set up a Patient Directed Payment Plan within the Payment Portal. This will remove the patient's ability so they are not able to make a payment plan 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 Do not allow this patient to create Payment Plans in the Payment Portal box.

7. Click Save. 

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. Patient has decided not to receive electronic statements:  Click Change to update the preferred communication method chosen by the patient for electronic statement notifications.

8. Patient has decided not to receive electronic payment plan statements:  Click Change to update the preferred communication method chosen by the patient for electronic payment plan notifications.

9. Click Send.

Follow the steps to change the patient's email associated with 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. Click theoption.

7. Enter the new email address.

8. Click Reset Email.

9. Click Send.    

Follow the steps to update a patient’s options to receive receipts.

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 decided not to receive receipts, this means the patient hasn’t opted-in to receiving receipts yet.

7. Click Change to update the preferred method to receive receipts chosen by the patient.

8. Click Save.

You have the option to choose who the Payment Portal user is. CMD will then use this person’s email address and cell phone number for Payment Portal communications. This includes the Payment Portal invite, receipts, and statement notifications. 

Follow the steps to change the user associated with 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. Click the Payment Portal User dropdown.

7. Select your user (Patient, Primary/Secondary/Tertiary Insured, Guarantor).

8. Click Save.    

   

   Please note: 

   • The email only updates automatically for new registrations. If a patient is already registered with the Payment Portal, switching the Payment Portal user to the guarantor will not change the email on file. That email was set when the patient registered, and CMD doesn’t update it automatically. To send Payment Portal email to the guarantor, use the change email option to update it yourself. The email changes automatically only when the patient hasn’t registered yet.
   • Changing the user changes the cell phone number. This includes switching a registered patient to the guarantor. Text message opt-ins belong to a specific phone number, so the guarantor’s number needs its own opt-in, even if the patient’s number has already opted in. Until the guarantor opts in, text messages won’t reach them.