Sending a Quote to a Patient
Step 1: Navigate to Create Invoice 0:00
Go to the patient profile.
Click on the action button.
Select the 'create invoice' option.
Step 2: Set Location and Provider Information 0:08
Enter the necessary location details.
Add the provider information.
Step 3: Add Items to the Quote 0:08
Include any additional items needed for the quote.
Step 4: Save the Draft 0:18
Click on the 'save draft' button to save your progress.
Step 5: Send the Quote to the Patient 0:28
After saving the draft, choose the option to send the quote.
Select the delivery method: email or SMS.
The patient will receive the quote as a PDF attachment.
Sending a Payment Link to a Patient
1. Identify the Need to Send a Payment Link 0:00
Recognize scenarios where immediate payment links are necessary, such as:
Starting a membership when the patient is not in the office.
Other similar situations.
2. Create an Invoice 0:10
1. Identify the Need to Send a Payment Link 0:00
Recognize scenarios where immediate payment links are necessary, such as:
Starting a membership when the patient is not in the office.
Other similar situations.
2. Create an Invoice 0:10
Click on 'Action'.
Select 'Create Invoice'.
Fill in the necessary information for the invoice.
3. Add Items to the Invoice 0:10
Include any relevant items or services that the patient needs to pay for in the invoice.
4. Send the Payment Link 0:23
When ready, click on 'Pay Now'.
Note: This does not capture the payment immediately.
5. Reopen the Invoice if Necessary 0:23
If you close the checkout screen, you will need to:
Go through the same process again.
Reopen the invoice to send a fresh payment link.Click on 'Action'.
Select 'Create Invoice'.
Fill in the necessary information for the invoice.
3. Add Items to the Invoice 0:10
Include any relevant items or services that the patient needs to pay for in the invoice.
4. Send the Payment Link 0:23
When ready, click on 'Pay Now'.
Note: This does not capture the payment immediately.
5. Reopen the Invoice if Necessary 0:23
If you close the checkout screen, you will need to:
Go through the same process again.
Reopen the invoice to send a fresh payment link.
Converting a Quote into a Payment Link
Step 1: Access the Patient's Profile 0:00
Navigate to the invoices tab on the patient's profile.
Locate the quote you wish to convert.
Step 2: Open the Quote 0:14
Click on the link to open the quote.
Step 3: Complete the Quote 0:14
Hit the complete link to finalize the quote.
Step 4: Convert to Invoice 0:14
Click on the pay button to change the quote into an invoice.
Step 5: Close Checkout Screen 0:14
After converting to an invoice, close the checkout screen.
Step 6: Send Payment Link 0:26
You will now see the option to send a payment link to the patient.
Step 7: Sending an Outstanding Invoice 0:26
If the invoice is already completed and in an outstanding state, click the link to send the payment link immediately.