<< Click to Display Table of Contents >> Navigation:  Appointment Tracking Board > Scheduled Appointments Tab > Payment Collections > Requesting a Payment

A payment may be requested once an appointment has a visit linked to it, has had eligibility checked and a payment type (co-payment, co-insurance, deductible) and payment amount have been selected. Once that has been completed, the Request Payment option will be displayed within the expanded demographics view and may be selected. "Pending Receipt" will display below the co-payment amount to notate that a request has been sent. Once the patient has paid, "Paid" will display along with the amount the patient paid.

 

 

Requests Not Sent

 

Users will be immediately notified if a payment request was not able to be sent due to missing or erroneous information. One of the following messages may display:

•Request for payment could not be sent due to missing or invalid email address

•Request for payment could not be sent due to missing or invalid mobile phone number

•Request for payment could not be sent, patient has not opted into receiving electronic communications

 

If the reason is not able to be resolved at the time the message is received, "Request Not Sent" will be displayed below the payment amount and an information icon will display next to the text. This will allow users to still identify why a request was not sent. Hovering over the icon will display an abbreviated reason as to why the request was not sent. The reasons that display are as follows:

•Invalid Email Address

•Invalid Mobile Phone Number

•Patient not opted electronic communications