Send an Individual Text-to-Pay Message

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If you do not see Patient Express as an option in your menu within Bridge Payments, contact your practice administrator or contact Customer Care at 800-337-3630 (option 3) or [email protected].

Text-to-Pay gives you the ability to notify patients about their balances through text messages and lets them pay directly from their phone by sharing a payment link with them.

The text messaging service is one-way only. The system does not return messages to your office in the event that a patient sends a reply.

If you need instructions on how to send Bulk Text-to-Pay messages, see Send Multiple Text-to-Pay Messages at Once (Bulk Text-to-Pay).

Instructions

Video Instructions

Note: The Send Message column's Custom function in the video is now called Text-to-Pay. While the name is changed, its function of sending patients a Text-to-Pay message or custom text message is the same.

Text Instructions

  1. Select Patient Express from the left menu.
  2. This step varies depending on whether the patient has been added to Patient Express or not.
    New patient: Click Add and enter basic demographic data for your patient, including their name and phone number.
    The Patient Information screen with entries in all fields and a Save button. The fields are Patient ID, Patient First Name, Patient Last Name, Date of Birth, Gender, Email, and Phone Number.
    Patient already in Patient Express: Skip to the next step.
  3. Search for the patient using their name or Patient ID.
    The Patient Express screen. It has Add Patient, Patient Search, and Search Results sections. Patient Search has search fields for Patient ID, Patient First Name, and Patient Last Name, and a Submit button. Search Results lists patient information.
  4. Click Text-to-Pay under the Send Message column to create the Text-to-Pay message.The Custom Patient Text Message pop-up message. The rest of Practice Management Bridge is grayed out.
  5. Type your message.
    Tip: Add the name of your practice so the patient knows who the message is from.
  6. Select your Balance Collect site to insert the URL in the message.
  7. Enter the amount due in the Amount Due field.
    The amount that you enter here will be pre-filled in Balance Collect when the patient opens the link.
  8. Click Send.
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