Send an Individual Text-to-Pay Message

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You can use Text-to-Pay to send a text message to your patients that notifies them about their balances and provides a payment link.

Prerequisites:

  • Patient Express must be enabled on your account.

Interactive Walkthrough

To follow an interactive product tour of this process, see How to Use: Text-to-Pay.

Text Instructions

  1. Select Patient Express from the left menu.
  2. This step varies depending on whether the patient is already in Patient Express.
    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.
  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 you enter here will be pre-filled in Balance Collect when the patient opens the link.
  8. Click Send.
    The Custom Patient Text Message pop-up message. The rest of Practice Management Bridge is grayed out.

Need Help?

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].

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