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,
Practices can send an Invoice to a Patient to collect payments by following the steps below.
The 'Send to Cell number' option will be enabled only for the Practices subscribed for the 'Text/Voice Notification' add-on. Practices can disable this option from the 'Settings > Patient > Text / Voice Notifications > Send Invoice / Statement by Text' section.
The Practice can send multiple Invoices to Patients by following the steps below.
a. Send Through Selected Modes
b. Send Based on Preferred Order
Note: To set the default delivery preferences, go to 'Settings > Billing > Billing Settings > Sending Invoices - Defaults'.