Text-to-Pay Feature in zHeath Pay

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 the patient name using the top search box. Click on the patient name to open the patient chart. If you are inside the patient chart or creating invoice for the patient visit, skip the above steps. Now, click Patient Billing.

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. Hover the cursor over your name at the top right corner. Click on the "Billing Center". 



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



3. To generate Monthly Statement, enter the Stat Date and End Date. Click "Confirm".



4. Once the Monthly Statement for the given date range is generated, you will see the "Text All" 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 All" 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 chart before sending a text message.




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



6. When they click the payment link, they will directed to the zHealth Payment Screen. Patient can click "Review & Pay" 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.






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