Send Payment Portal Invite will allow you to invite a batch of patients to the Payment Portal via email.
Before using this option the Payment Portal must be enabled and configured within the Services section.
Select Patient > A/R Control.
Enter your Search Criteria or Load a Search Filter.
Click the Charge Status drop-down menu and select Pending Patient.
The search results will display patients who match your search terms.
Place a checkmark next to the patient(s) you want to include in a specific batch action.
Click and select Send Payment Portal Invite from the drop-down menu.
Click Send Invite.
The selected patients will receive an email invitation to the Payment Portal. Patients who have already received an invite will receive another invite as long as the previous invite was at least 30 days ago. Patients with no email on file will not receive an invite.