Billing

Online Patient Payment

CharmHealth EHR allows you to share Invoices and Receipts to the Patient Portal, thereby simplifying the process of collecting payments from the Patient. Instead of downloading the attachment, the Patient can see Invoices and Receipts from the Patient Portal. In addition, if you are using our Bluefin Payment Gateway Integration, the Patient can pay outstanding Invoices from the Patient Portal, making collections seamless and efficient. This document will walk you through the steps for sharing Invoices to the Patient Portal.

Note : If your Practice has not subscribed for Bluefin Payment Gateway integration, and you wish to do so now, please contact us at support@charmhealth.com to get your Gateway Merchant Account.

Supported functionalities include,

• Send Invoices
  1. Send Invoice to the Patient's PHR Account
  2. Send Invoice to the Patient's Email Address
  3. Send Invoice to the Patient's Cell Number
  4. Send Invoices in Bulk
• Send Patient Statements
  1. Send Invoice to the Patient's PHR Account
  2. Send Invoice to the Patient's Email Address
  3. Send Invoice to the Patient's Cell Number
  4. Send Invoices in Bulk

Send Invoice

The Provider can share an Invoice with the Patient for the services rendered. The steps for sending the Invoice to the Patient Portal are as follows.

1. Go to 'Billing > Invoices'
2. Select the Invoice to be sent to the Patient and click the 'Send Invoice' button.

   (or)

3. From the 'Billing > Invoices' section, click the 'Send Invoice' option from the 'More Options' (...) icon.
   
4. In the 'Send Invoice' view, you have two options to send Invoices.
   • Send the Invoice to the Patient's PHR account with a message notification.
   • Send the Invoice to the Patient's email address with the Invoice/Superbill attached and password protected.

Send Invoice to the Patient's PHR Account

1. If the Patient has a PHR account, the 'Send Invoice to PHR' option gets selected by default. If the Patient also has a registered email with the Provider, you can enable the 'Send Email Too' option.
2. If you need to send a Text notification, select the 'Send Text Notification' option.
3. If Bluefin payment gateway is enabled for your Practice, the option 'Allow payment through PHR' gets selected by default.
   
4. Select the Beneficiary to which the payment should be transferred.
5. If the 'Allow payment through PHR' option is enabled, the Invoice due amount gets distributed in the 'Payment Requested' field. You can also edit the Payment requested amount if needed.
6. Select the Template of the Invoice to be sent from the drop-down menu.
7. Edit the message content if needed.
8. Click the 'Send' button to send the Invoice to the PHR account of the Patient.

Send Invoice to the Patient's Email Address

1. If the Patient has only an email address registered with the Provider, the 'Send Invoice to Patient's Email Address' option gets selected by default.
2. If you need to send a Text notification, select the 'Send Text Notification' option.
3. If your Practice has enabled the Bluefin Payment Gateway, the 'Enable Online Payment' option gets selected by default.
4. Select the Beneficiary to which the payment should be transferred.
5. Enter the amount to be paid in the 'Amount' field. By default, the total Invoice due will be shown.
   
6. Edit the message content, if needed. We have provided a ${Payment URL} placeholder that can be embedded into the email content. This placeholder gets replaced by a URL link in the email sent to the Patient. Patients can click the link to make the payment.
7. You can edit the 'Send Invoice – Email' template from the 'Settings > Templates' section to include the ${Payment URL} placeholder.
8. Click the 'Send' button. The Invoice will be sent as an email to the Patient's email address.

Send Invoice to the Patient's Cell Number

The Practices can send the Invoices and Patient Balance Due Statements to the Patient's Cell Number in text messages. The text message sent will have a link, using which the patients can view their Invoice or Patient Balance Due Statement PDF. The PDF sent will be password-protected.

This feature will be available for Practices that have enabled the 'Text / Voice Notifications' feature.

To send an Invoice to the Cell Number, follow the steps given below.

1. Navigate to the 'Billing > Invoices' section.
2. Click the 'More Options' (...) icon against the Invoice and select the 'Send Invoice' option.
3. Select the 'Send Text To Cell Number' option.
4. If Payment Gateway is enabled, select the 'Enable Online Payment' option, enter the amount to be paid, and choose the 'Beneficiary' option.
5. Edit the message content if needed. The '$INVOICE_DETAILS_LINK' placeholder gets replaced by a link in the text message sent to the Patient. The Patient can click on the link to view the attached PDF and make the payment.
6. On clicking the 'Send' button, the Invoice will be sent to the Patient's cell number.
   

Send Invoices in Bulk

1. Go to 'Billing > Invoices'. Select the Invoices to be sent.
2. Choose the 'Send Invoice > To Email (or) To PHR Account (or) To Cell Number' option.
   
3. If your Practice has enabled the Bluefin Payment Gateway, the 'Allow payment through PHR' option while sending the Invoices to the PHR and the 'Enable the Online Payment' option while sending to Email or Cell Number get enabled by default. The Invoice due amount will be the Payment Requested amount.
4. Choose the 'Beneficiary' account to which the amount needs to be transferred.
5. Choose the required Template to send the Invoices and edit the content if needed.
   
6. Click the 'Send' button.

Note : You can edit your 'Send Invoice' message template to include the steps for making payment from the Patient Portal. In PHR, an option to make the payment will be shown only for the Invoices with due.