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Send an Individual Text-to-Pay Message

Note: 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.

  1. Select Patient Express from the main menu.
  2. This step varies depending on whether this is a new or established patient.
    • New patient: Click Add and enter basic demographic data for your patient, including their name and phone number.
    • Established patient: Skip to the next step. 
  3. Search for the patient using their name or Patient ID.
    The Patient Express screen. It has three sections: Add Patient, Patient Search, and Search Results. Patient Search has search fields for Patient ID, Patient First Name, and Patient Last Name, and a Submit button. The Search Results lists Patient ID, Patient Name, Email Sent, Text Sent, Form Complete, and Send Message.
  4. Under Send Message, click Custom 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.
  6. Select your Balance Collect site to insert the URL in the message.
  7. In Amount Due, enter the amount due. The amount that you enter here will be pre-filled in Balance Collect when the patient opens the link.
  8. Click Send.
Tags: Text-to-Pay

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