One of the benefits of the Jane Payments Integration is that it gives you the option to send clients their account statement and request that they pay it online.
If a patient has a rejected insurance claim that leaves a balance on their account, or they forgot their wallet last time they were in, you may have some A/R you’re looking to collect.
You can ask clients to pay their balance by heading over to their Profile in the Patient’s tab (or link directly there from the Accounts Receivable Report). Click on the “Pay Balance” button to
You will get an opportunity to add some custom messaging to the email to explain what you’re sending over:
And the email looks like this:
You can’t currently choose which invoices you request payment for, and the patient can only pay the full balance.
When they click on that Pay button they will head to a page that breaks down the amount owing and gives them the opportunity to pay using a credit card:
They will then get a payment screen and the option to Print or Save their receipt as a PDF.