How does a patient get a payment request?
The patient gets a text message letting them know about the payment request. The text includes a link to pay.
How does the patient open the payment request?
The patient clicks the link in the text message.
The patient confirms their identity by entering their:
First name
Last name
Date of birth
Tip: The patient's name and date of birth must match their Updox Address Book entry.
What does the patient see on the payment screen?
After confirming their identity, the patient sees:
Your practice name and phone number
The date of the request
The amount requested
The reason for the charge
How does the patient pay?
The patient enters the amount they want to pay.
The patient enters their credit card information.
The patient clicks Submit Payment.
Can a patient make a partial payment?
Yes, but patients can only pay once per request.
If a patient makes a partial payment, you'll need to send a new payment request to collect the rest of the balance.
Does the patient get a receipt?
Yes. After paying, the patient sees a confirmation screen. They can click Download Receipt to save a receipt to their device.