Collect out-of-pocket payments upfront

May 2021

Collecting the patients’ portion of their bill while they’re still in the office can be better for you and them. Follow these steps in the Provider Portal to identify the amount owed and process the payment:

  • Calculate the price for the service and present the quote to your patient
  • Ask the patient to view the quote and sign for approval
  • Click “Accept Quote”
  • Click “Generate Sales Order”
  • The balance is the out-of-pocket amount the patient owes

Your patient must pay the full amount owed, but it can be split among multiple credit cards using the partial payment feature.