Email and Text Patient Balance
One of the benefits of zHealth Pay is that it gives you the option to send patients their balance statement and request that they pay it online. This feature requires you to sign up for zHealth Pay. To learn more about zHealth Pay, head over to these help guides:
- How to Activate zHealth Pay Terminal in PC
- How to Activate zHealth Pay Terminal in Mac
- How to Connect zHealth Pay Terminal via Bluetooth
- How to Collect Payments using zHealth Pay
- Send an Invoice to a Patient and Request to Pay Online
If you are already using zHealth Pay, check out this guide on how to email or text patient balance and get paid online. This feature is useful when a patient has a rejected insurance claim that leaves a balance on their account, or they forgot to pay their balance for the last few visits, you can quickly email and/or text their balance and collect patient payments.
1. Watch Video Tutorial
[Please note: A patient is NOT able to pay more or less of the amount owed from the email or text link. This video will be rerecorded to make that correction.]
2. Check Out Step-by-Step Instructions
A. Email and Text Patient Balance from the Patient Chart
 1. Access your zHealth dashboard. Search for the patient name using the top navigation search box. Click on the desired patient name to open their Patient Chart. On the patient Chart just below the patient name, email and DoB, you will see "Balance". Click on the “Balance Amount” link. |
2. A pop-up window will open for Balance Details. Review the balance details. Now, you can: a. Click on the "Email Patient Balance*" button. Once you click it, you will receive a message saying "Balance sent to the patient". b. Click on the "Text Patient Balance*" button. Once you click it, you will receive a message saying "Balance sent to the patient".  *Note: "Email Patient Balance" or "Text Patient Balance" will appear only when an email address or mobile phone number is added to the Contact Details in the Patient Chart. |
3. This is the Patient Balance email the patient will receive. The patient can simply click on "Review and Pay" to pay the balance online. (First screenshot) This is the text message the patient will receive with a payment link. The patient can simply click on the link and pay the balance online (Second screenshot). The same invoice screen with the 'Review and Pay' button will be displayed once they click the link received via the text message. |
4. When they click on that Review and Pay button, they will head to a page that breaks down the amount owing, and gives them the opportunity to add "Credit or Debit Card". Once they click "Credit or Debit Card", they will then get a card details screen where they need to enter card number, expiry date, CVV. Once they click "Submit", the payment will be done from their end. Note 1: If the patient pays the full balance, then the correct portion will be applied to each invoice that is owed.  Note 2: If a patient pays more than the balance of one invoice, the amount will be credited to the patient's account. The amount will automatically be applied to each invoice that is owed. |
B. Email and Text Patient Balance from the Billing Center (To All Patients)
 1. Access the zHealth Dashboard. Hover the cursor over your name at the top right corner. Click on the "Billing Center" |
2. On the Billing Center page, click on the "Monthly Statements" button at the top right corner. A pop-up window opens. The screen shows all patients who have a balance on their chart. The screen also shows the phone number and email address added to the patient's contact details. If |
3. Next, you can select all patients on the first page of Monthly Statements by clicking the top checkbox. Or, you can select a couple of patients by clicking the individual checkboxes in front of the patient name. Once you select the patients, you can: a. Click on "Text to Pay PR Online*" button if you want to send a text message to the selected patients so they can pay online. b. Click on "Email to Pay PR Online*" button if you want to send an email to the selected patients so they can pay online. *Note: If you have zHealth Pay and want to send email and text messages to bulk patients, contact our customer support team to turn on this feature. |
4. The selected patients will receive email and text message with a payment link. They can click "Review and Pay" button to pay online using their card. |
C. Track the email and text messages sent for patient balance
You can keep a track of all communication sent to a patient, whether you're emailing invoices to the patient for online bill payment or sending a text-to-pay message. Here is how:
1. On the Patient Chart, click on the small "Message" icon to open the Communication Audit window. |
2. On the Communication Audit window, you can view all the messages or emails sent to the patient with details like date, type of communication, contact number or email address. |
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