💻 📱 Patient Statements Journey via Email or Text, As Seen By Patients – Athelas

At a Glance

This guide features screenshots and explanations of each step of the patient statement and payment process below.

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Important Note Most organizations automatically send recurring batches of patient statements via both text and email by configuring their Patient Statement settings.

⏱️ Time to Send a Statement - Email or Text

Email a Payment Request

Let’s say you’ve got all your patient’s information squared away and it’s time to collect payment. If you choose to send an email, this is what the patient will receive:

The attached statement looks like this:

If they choose to Pay Online, they will be taken to a pre-filled login page, except for their date of birth which they enter manually:

Once they log in, they can view a breakdown of the bill:

When they click Confirm Amount, a standard credit card information form appears (if their card info is already saved, they can choose to Pay with Card on File).

Finally, once they Confirm Payment, they will get a receipt via email. All done! [screenshot pending]

Text a Payment Request

This is an initial Welcome Message your patient will receive, followed by a Payment Request message if you choose the text option:

When they tap the link, they will see this form with their name pre-filled, and a manual entry field for their date of birth:

After they log in, they will see the amount due and an option to View Breakdown:

When they tap Confirm Amount, a standard credit card information form appears (if their card info is already saved, they can choose to Pay with Card on File).

After their card information is filled in, they can Confirm Payment:

Once the payment has gone through successfully, patients will receive a text receipt. Finished!