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

The following must be completed before payments may be requested.

 

•Configurations

▪General Configurations: Update the number of days after the appointment in which to clear the payment balance due amount.

▪Bot Configurations: A Broadcast Message chat widget will need to be setup for sending payment requests. Contact TruBridge support if this is not already set up.

▪Security: Ensure the roles that will be requesting payments have been given Full Access to Request Co-Payment.

 

•Create a payment receipt code to track collected co-payments

▪Select Tables > Business Office > Receipt Table > New

▪Complete the following:

oReceipt Code

oDescription

oSelect Private Pay