ChARM EHR now allows you to share invoices and receipts to Patient Portal there by simplifying the process of collecting payments from Patient or Care Giver. Instead of downloading the attachment, Patient or Care Giver can see invoices and receipts from Patient Portal. In addition, if you are using our Bluefin Payment Gateway Integration, Patient or Care Giver 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 Patient Portal and making payment for outstanding invoices from Patient Portal.
Note : If your practice has not subscribed for Bluefin Payment Gateway integration and you wish do so now, please contact us at firstname.lastname@example.org to get your gateway merchant account.
Supported functionalities include
Using 'Send invoice' functionality, provider can share an invoice to patient for the services rendered. Steps for sending the invoice to Patient Portal.
Note : Please edit your 'Send Invoice' message template to include the steps for making payment from Patient Portal. In PHR, option to make payment will be shown only for the invoices with due.
When the invoice is shared to Patient Portal, it will be listed in 'Billing' > 'Invoices' section. Please follow the steps given below for paying the bills.
Note : Your credit card details are not stored in ChARM, but just a reference provided by the Bluefin Payment Gateway.
Please do not close or refresh the page. On successful transaction, your card will be charged with the due amount. Receipt for the payment will be shown and the invoice will be updated automatically.
In case of any issues, please get back to your practice staff.