How to Request a Payment via Patient Bridge

Note: You must have a valid Stripe account and Patient Bridge Premium.

To request a Payment via Patient Bridge: 

1. Search for the Patient's Name in the search field.
   
2. Once you find the patient, select View Patient. On the bottom right hand side, the account balance is visible. This pulls over directly from Sensei.
3. Select Request Payment.
   
    

4. Enter an amount, description, and then select the template. This can be SMS or Email.

   Note: You can ask them to pay a different amount such as a deposit or 50% of the owed amount. 

5. Select Request Payment. This sends an email/SMS with a link to make an online payment,
6. Select OK on the following window.
   
7. You are able to view the Email/SMS in the patient history, remain on the patient record and select Emails/SMS.
   
8. Select Actions > View Email to load the sent message.