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.

Message Type:

• Text: Send the patient a text message. Integrated Texting is required. If Integrated Texting is not enabled, this option is disabled.
• Email: Send the patient an email message.

Email Subject: Displays the subject line for email messages. If Text is selected, this field is grayed out.

Message Text: Displays the message sent for text or email. Customize Message-to-Pay messages in Payment Portal Setup. Messages can be manually altered on a per-patient basis.

Send: Click to send the message. A statement is immediately generated and can be viewed in the account. The statement includes all family members and is based on the Billing Defaults.