Sending Individual SMS or Email Payment Requests

Follow these simple steps to be able to easily send your patients a payment request.

Select the patient from the Quick View Pane on the Home screen
Right-click on the patient's name and hover over the EZClaimPay option
Select either Send SMS Payment Request or Send Email Payment Request

Once you have selected which payment request method you want to use, you will be prompted to enter the amount you would like to collect.

Note: The amount entered in the Patient Payment Request Amount pop-up box will be the amount the patient sees when they are on the payment portal

Reminder: In order to send SMS or Text requests, the consent box in the Patient Record (Other Patient Information Section) must be checked