Send messages via text or email to a patient with a direct link to the Payment Portal.

In the Account Module, Payment dropdown, click Send Message-to-Pay.

When using the Payment Portal, Message-to-Pay allows a patient to quickly make a payment without needing to log into the Patient Portal. See Message-to-Pay: What Patient Sees for more details.

Statement Type: Select what information to include on the statement.

• Family: Send statement information for all family members.
• Patient Only: Send statement information for the selected patient only.

Select one or both options to send a Message-to-Pay link. Text and email messages display beneath their respective boxes. Customize the default messages in Payment Portal Setup. Messages can be manually altered on a per-patient basis.

• Send Email: Send the patient an email message. A default email address must be enabled for the practice or clinic. Edit the email Subject as needed.
• Send Text: Send the patient a text message. Only available when integrated texting is enabled and the patient allows text messages.

Edit Email Message: Click to open the HTML Email Edit window.

Preview Statement: Click to preview the statement before sending.

Send: Click to send the message. A statement is immediately generated and can be viewed in the patient's account. The statement details use options found in Billing Defaults.