Note: 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 moc.htlaehelgnatcer@erac. If you do not have Bulk Text-to-Pay and would like to add it to your current package, contact your Relationship Manager or contact Customer Care at 800-337-3630 (option 3) or moc.htlaehelgnatcer@erac.
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.
Bulk Text-to-Pay Note: After your Bulk Text-to-Pay file processes, you can view details about each sent Text-to-Pay message in Text-to-Pay Reports.
To access Text-to-Pay Reports, click Reports in the left menu and then select Text-to-Pay Reports.
The Transaction Reports – Text-to-Pay screen displays 10 Text-to-Pay records per page and provides real-time details, including:
- 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.
Like other reports, Text-to-Pay Reports can be exported as a CSV or XLSX file.
