Add and Edit Patients in Patient Express

Before you can invite a patient to complete your practice's registration form online, send them a custom text message like an appointment reminder, or send them a Text-to-Pay message to notify them of their balance and let them pay it online, you must add them to Patient Express in Bridge Payments.

Prerequisites:

• You must have access to Patient Express.

Add a Patient in Patient Express

Video Instructions

Text Instructions

1. Select Patient Express in the main menu.
2. Next to Add Patient, click Add.
3. Enter the patient's:
   • ID number (use the same patient ID that is used throughout Bridge Payments)
   • First & last name
   • DOB (optional)
   • Gender (optional)
   • Phone number
   • Email address
4. Click Save.

Edit a Patient Record in Patient Express

Instructions

1. Select Patient Express in the main menu.
2. Search for the patient.
3. Click the Patient ID.
4. Edit the patient details, and then click Save.

Need Help?

If you do not see Patient Express as an option in your menu within Bridge Payments:

• Contact your practice administrator.
• Contact Customer Care at 800-337-3630 (option 3) or [email protected].