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.
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.
Select Patient > Patient.
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.Select the Patient.
Click the Billing Info tab.
Navigate to the Payment Portal Options section.
Click the Send Invite Now button.
Verify the email that displays in the pop up.
Click Send.
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.
Looking for instructions on how patients can register to the payment portal? Visit our Follow the steps to confirm a patient’s registration status for the Payment Portal.
Select Patient > Patient.
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.Select the Patient.
Click the Billing Info tab.
Navigate to the Payment Portal Options section.
If you see Patient has not completed the registration process for the Payment Portal, this means the patient hasn’t registered yet.
Optional: You can send additional registration email invites by clicking the Send Invite Now button.
Verify the email that displays in the pop-up.
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.
Select Patient > Patient.
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.Select the Patient.
Click the Billing Info tab.
Navigate to the Payment Portal Options section.
Place a check in the Restrict patient to read-only access box.
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.
Select Patient > Patient.
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.Select the Patient.
Click the Billing Info tab.
Navigate to the Payment Portal Options section.
Place a check in the Do not allow this patient to create Payment Plans in the Payment Portal box.
Click Save.
Follow the steps to confirm a patient’s registration status for the Payment Portal.
Select Patient > Patient.
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.Select the Patient.
Click the Billing Info tab.
Navigate to the Payment Portal Options section.
If you see Patient has not completed the registration process for the Payment Portal, this means the patient hasn’t registered yet.
Patient has decided not to receive electronic statements: Click Change to update the preferred communication method chosen by the patient for electronic statement notifications.
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.
Click Send.
Have a patient who lost access to the email associated with their online payment portal account? You can reset the patient's payment portal email and allow them to reset their own password with a new email address.
Follow the steps to change the patient's email associated with the Payment Portal.
Select Patient > Patient.
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.Select the Patient.
Click the Billing Info tab.
Navigate to the Payment Portal Options section.
Click the
option.- Enter the new email address.
Click Reset Email.
Click Send.
option.Follow the steps to update a patient’s options to receive receipts.
Select Patient > Patient.
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.Select the Patient.
Click the Billing Info tab.
Navigate to the Payment Portal Options section.
If you see Patient has decided not to receive receipts, this means the patient hasn’t opted-in to receiving receipts yet.
Click Change to update the preferred method to receive receipts chosen by the patient.
Click Save.