What is Updox Payments?
Updox Payments lets your practice request and collect patient payments online. With Updox Payments, you can:
Send payment links to patients by text message
Verify the patient's identity before they pay
Collect credit card payments online
Track payment requests and their status on the dashboard
Updox Payments is free for all Updox customers.
What do I need to use Updox Payments?
A PaySimple merchant account. You'll set one up when you register.
How do I register for Updox Payments?
In the left-hand menu, under Additional Products, click Payments.
If your practice hasn't registered yet, the Registration tab opens.
Click Register my practice.
Complete the PaySimple merchant account application.
How do I get around Updox Payments?
Use the tabs at the top right of the Payments page:
Tab | What it's for |
Registration | Sign up for Updox Payments. Opens automatically if you haven't registered. |
Dashboard | See your payment requests and their status. |
Request Payment | Send a new payment request. |
How do I request a payment from a patient?
In the left-hand menu, click Payments.
Click the Request Payment tab.
Choose a Method:
Send request as SMS: Text the payment link to the patient.
Create a Sharable link: Get a link you can share with the patient yourself.
In Enter Recipient, search for the patient.
Enter a Billing Reason, such as "Office visit copay."
Enter the Amount Requested.
To stop the patient from paying less than the full amount, turn on Prevent Partial Payment.
Click Request Payment.
How do I check the status of a payment request?
In the left-hand menu, click Payments.
Click the Dashboard tab.
The Dashboard shows all your payment requests, with each one's status and details.
Why can't I select a patient?
The patient must have both of these in the Address Book:
Date of birth (DOB)
Cell phone number
Update the patient's Address Book entry, then try again.
Does the patient see the billing reason in the text?
No. The billing reason isn't included in the text message. The patient sees it after they open the link and confirm their identity.
Can a patient pay less than the amount I request?
Yes, unless you turn on Prevent Partial Payment.
Patients can pay less than the amount requested, but never more.
Patients can only pay once per request. If a patient makes a partial payment, send a new request for the rest.