As part of a contactless reception, patients can pay for treatment through the patient portal on their mobile devices.
Patients use your online booking link from your website
They select Existing patient
Patients log in with their name and date of birth
They enter the verification code sent to their mobile (as part of the two-factor authentication process).
📝 Please note: Two-factor authentication texts sent to patients may incur a charge for your practice.
They see their menu.
If there is an outstanding amount due on the account, there is an exclamation mark
Patients tap on the payments
The outstanding balance is shown.
They tap on pay
They are taken to their Basket
By default, the setting is to pay the whole outstanding amount. If they wish to pay a different amount, they click on "Edit Amount" and enter the amount they wish to pay.
They select Pay by card.
Patients enter their card details and select Pay
To apply a promotional code
At the point at which patients are asked for their card details, beneath the card payment button, use the fields for "Gift cards and Promotional Codes".
Enter your promotional code and click Apply
The promotion discount will be applied to your balance.
Pay for the remaining balance as normal
To view an invoice
Patients can view their outstanding and previous invoices for the past 3 months.
Select pay now to pay the invoice
Click on Actions menu to return to the main menu
Check payment has arrived
Payments will appear in the patient's account tab as you would expect.
Use the Takings Report to check payment has arrived. We have a helpful web page here to help you check online Stripe payments have been received.
Online Appointment Booking for Patients
We have a series of web pages to help you see what your patients will see when they use Online Appointment Booking.
Patient Portal Options for Patients
We have a series of web pages to help you see what your patients will see when they use the Patient Portal.