Patients can review statement balance and make payments on the eClipboard device.

In the Account Module, click the Payment dropdown. Select Send Payment to eClipboard.

Payments via eClipboard are available with an Integrated Payment Processor.

Making payments is done via the Payment Portal which opens within the eClipboard app. See Payment Portal: What Patient Sees for details.

Patient Currently in Session

If a patient is currently in an eClipboard session, in the Account Module, cleck the Payment dropdown, and choose Send Payment to eClipboard.

to add the payment to the Check-in checklist.

Alternatively, this option can automatically be added to the Check-in checklist when Allow payment when patient is checking in is enabled in eClipboard Setup. Another checklist item (e.g., patient forms or patient photo) must display for patients to view payment information.

When selected, the Payment Portal opens. Patients can continue through the Payment Portal prompts to make their payment.

Patient Not in Session

If the patient is not currently in an eClipboard session, the statements and payment request can be sent to the device.

1. In the Account Module, click the Payment dropdown.
2. Select Send Payment to eClipboard.
3. The Mobile Unlock Code window will open.
   

4. In eClipboard, from the Check-in screen, tap the QR icon. Alternatively, tap the menu in the upper-left corner, and then select Payment Portal to open the QR scanner.
5. Either use the device camera to scan the QR code, or type in the unlock code.
6. The Payment Portal will load on the device.
   

Payment Portal

Once the patient opens the Make Payment checklist item or the Payment Portal is opened using the Mobile Unlock Code, the patient can view their statement and make payments using the Payment Portal.