1. When you send an invoice, your patient will receive both an email and a text message alerting them of their bill that is due.

2. Depending on whether they have used the system previously, they will be prompted to log in or create a new account.

3. Your patient will land on the home page of their portal, where the invoice you sent will be waiting for them.

4. When the patient clicks on the “Make this Payment” button in the "Payments Due" section, they will be shown an overview of their invoice with a payment option on the bottom of the page.

5. Upon successful payment, the patient will receive an email receipt.

6. Once the patient has paid, the transaction will appear in the Realized Revenue section of your dashboard.

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