Text-to-Pay Feature in zHeath Pay

Unlock a faster and more efficient payment collection process using zHealth Pay's Text-To-Pay feature.

What is Text-to-Pay?

Text-to-Pay feature allows zHealth Pay users to send invoices directly to their patients via text, accompanied by a payment link. Patients can conveniently settle their outstanding balances from any mobile device, ensuring a hassle-free and prompt payment experience.

There are two ways to use the Text-to-Pay feature from your zHealth dashboard:

A. Send a text to the patient after the visit from the Invoice

B. Send a text to all or selected patients from the Billing Center

A. Send a text to the patient after the visit from the Invoice

1. Search for the patient using the top search bar and open their chart. If you are already in the patient's file, go to the SOAP Note and the invoice page or create an invoice. You can access the patient's invoices from the Patient Billing tab as well if you are not in the patient's Note. Click on the Invoice button to open the Invoice for a specific visit.

2. Scroll down to the bottom of the Invoice. Click on the "Text"* button to send a text message to the patient so that they can pay online just for that Invoice (Patient Responsibility) with their mobile device. *Note: The "Text" button appears only when the Mobile Number of the patient is added to the Contact Details in the Patient Chart.

B. Send text-to-pay from the Balance

1. On the Patient Chart, click on the "Balance" link. A pop-up window appears.

2. Click on Text Patient Balance from the Balance Details window to send a text message for the full PR Balance*. *Note: If a patient pays more than the balance of one invoice, the excess amount will be credited to the patient's account. The amount will automatically be applied to each invoice that is owed.

C. Send a text to all or selected patients from the Billing Center

1. Go to the Explore icon located on the far right of the header and select the Billing Center option.

2. On the Billing Center window, click on "Monthly Statement" at the top right corner.

3. Once the Monthly Statement for the given date range is generated, you will see the "Text-To-Pay" button on the right side. Click the checkboxes to select the patients whom you want to send the text message for online payment, OR you can click the top checkbox to select all patients. Then, click the "Text-To-Pay" button. If the phone number is added to the contact details of the patients, you will receive a successful message - "SMS Sent". If a patient(s) has a missing phone number, you will get an error message - "Phone number not found". Please make sure you add the phone numbers of the patients in their charts before sending a text message.

4. This is how the text message will look on the Patient's phone.

5. When they click the payment link, they will be directed to the zHealth Payment Screen. The patient can click the "Review & Pay" button to pay for their visit.

D. Viewing Text to Pay Communication Audit

You can keep a track of all communication sent to a patient, whether you're sending a text-to-pay message or emailing invoices to the patient for online bill payment. 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.

E. Notification to Clinic: Successful Online Payment

When a patient completes an online payment requested by the practice, a notification is sent to the practice that can be found in the Notification Center. It includes the patient's name and ID, the amount paid, and whether the payment was applied to a specific visit date or to the patient's credit.

Do you still have any questions? Feel free and write it to us at support@zhealthehr.com

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