Track Text-to-Pay and Bulk Text-to-Pay Payments

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The Text-to-Pay Reports feature gives you visibility into the individual Text-to-Pay messages and multiple Bulk Text-to-Pay messages (if enabled) that you send, with full details on the status and success of the messages. After your Bulk Text-to-Pay file processes, you can view details about each sent Text-to-Pay message.

Prerequisites:

  • You must have Patient Express enabled for your account.
  • You must have Bulk Text-to-Pay enabled for your account to access Bulk Text-to-Pay tracking.

Interactive Walkthrough

To follow an interactive walkthrough, see Tracking Text-to-Pay Messages & Payments.

Text Instructions

To access Text-to-Pay Reports, click Reports in the left menu and then select Text-to-Pay Reports.

What Happens Next

The Transaction Reports - Text to Pay screen displays 10 Text-to-Pay records per page and provides real-time details, including:

The Text to Pay Reports screen. There’s a Transaction Reports – Text to Pay section with a table of results and a Consent Status Report section with a table of results.

  • Patient ID
  • Patient Name
  • Patient Phone Number
  • Date & Time Sent
  • Delivery Status
  • Balance Amount
  • Paid Amount
  • Message Status
  • Date & Time Opened
  • Time to Open
  • TXN ID
  • Method

After a message is sent, the Delivery Status options are:

  • Delivered: For successful messages
  • Undelivered: For messages that fail for any reason
  • Sending: For messages still in the queue to be sent

When a patient taps the Balance Collect link in the Text-to-Pay message, the following information appears in the table:

  • The Message Status changes from blank (-) to Opened.
  • The date and time the Balance Collect link was tapped.
  • The time it took the patient to tap the Balance Collect link.

When a patient pays online via the Balance Collect link, the following information appears in the table:

  • The Message Status changes from Opened to Paid.
  • The amount the patient paid.
  • The Transaction ID (TXN ID).
  • The payment method.

The Transaction Reports – Text to Pay table. The Message Status columns two entries are highlighted and say Opened and Paid respectively.

Like other reports, Text-to-Pay Reports can be exported as a CSV or XLSX file.

Need Help?

Contact Customer Care at 800-337-3630 (option 3) or [email protected] if you:

  • Do not see Patient Express as an option in your menu within Bridge Payments
    You can also contact your practice administrator.
  • Do not have Bulk Text-to-Pay and would like to add it to your current package
    You can also contact your Relationship Manager.
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