Bulk Text-to-Pay enables you to send payment requests to multiple patients at once in just a few simple steps. 

To add Bulk Text-to-Pay to your Bridge Payments package, contact moc.htlaehelgnatcerobfsctd-33e2d2@erac or call 800-337-3630, option 3.

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. 

To send Bulk Text-to-Pay messages: 

1. Select Balance Collect > Send Payment Requests in the left menu. 
2. Create the message on the Create Message screen.
   
   1. Choose your Balance Collect site.
      If your organization uses more than one Balance Collect site, select the correct one from the dropdown.
      • Note: Only one site can be used per file. If you need to message patients from different sites, group recipients by site and send a separate message for each.
   2. Set the “From” location.
      Specify who the message is from, using a location name that your patients will recognize. This location name will appear in the message.
      • The “Who’s the message from?” field automatically fills with the first location associated with the selected Balance Collect site. You can edit this practice name as needed.  
   3. Decide whether to include your billing phone number.
      Select Yes or No for “Would you like to include your billing phone?”
      • If you select Yes, the billing phone number automatically fills with the number of the first practice associated with the selected Balance Collect site. You can edit the phone number as needed.  
      • Including your phone number makes it easier for patients to reach out with questions.
   4. Choose whether to show the amount due.
      Select Yes or No for “Provide amount due?”
      • If you select Yes, the balance will appear in the message and be pre-filled when the patient opens the payment link.
      • If you select No, the amount due does not appear in the text message, but the patient will still see the amount pre-filled when they open the Balance Collect link.
   5. Review the message in the message preview box. You can only change the location name, phone number, and whether the amount is shown; other parts of the message are not editable. 
   6. Click Continue.
3. On the File Upload screen, prepare and upload the file of recipients.
   1. Download a template to input your recipient information into. 
      • Note: Using a template ensures you upload all necessary recipient information.
   2. Enter or paste the recipient information into each of the corresponding columns. 
      • Tip: A few important notes about the template:  

        • All fields must be filled out. Any empty or incorrectly formatted fields will cause the upload to fail.

        • If a patient ID doesn’t exist in Patient Express, a new patient record will be created.

        • Be careful with patient IDs. Typos can result in duplicate patient records.

   3. Save the file with a unique name.  
   4. Click Select File and choose the prepared file.
   5. Click Send Payment Requests to send the Text-to-Pay message to the list of recipients in the file.

What happens next:  

• If the file upload is successful, you will see a File Processing pop-up.
  
  
• If the file upload fails, you will see an error message.
  
  

About File Upload History 

When the file upload begins processing, you are taken to the File Upload History screen (Payment Requests > Upload History), where you can see the status of your Bulk Text-to-Pay file upload. 

The status options for files are: 

• Processing: File is uploading 
• Requests Sent: Bulk Text-to-Pay messages were successfully sent 
• Failed: Error found in file and no text messages were sent
  

When the file is done processing, a notification appears on the bell icon in the top right corner with more information.

Once the status Requests Sent appears, details about each Text-to-Pay message become available in Text-to-Pay reports.

If a file fails, troubleshoot with an error report by clicking the document icon in the Details column.