Email 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 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 their balance and collect patient balance.
 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 and click on the "Email Patient Balance" button. Once you click it, you will receive a message saying "Balance sent to the patient".  Note: Make sure you have added email address of the patient in Contact Details. |
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. |
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: If the patient pays the full balance, then the correct portion will be applied to each invoice that is owed. However, if the patient pays a lesser amount, then the payment is applied to the patient credit and then your clinic will need to apply the credit to the appropriate balance using the steps in this help article. |
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