The Payments solution can pull amounts directly from an external scheduling system. The exact fields pulled depend on the scheduling system in use.
We recommend to verify the amounts from your scheduling system before sending amount due messages to patients through Payments. There may be times that a payment amount is not pulled or updated from the scheduling system and as such you will not see an amount in here or the amount shown is different than what is displayed in your scheduling system.
In those cases, you can either perform a retrigger of the booking in your scheduling system* or to save time, we recommend entering or updating the amount directly in payments.
Steps for Updating Payments Amount on Payments Screen:
- Click on the patient row
- Manually enter an amount directly in the field (instead of using the ‘use amount’ quick fill option)
- Click ‘Save’
Once complete, the payment amount messages will be sent to patients.
We hope this information was helpful to you and you are better able to utilize our payments solution.
*Please note: the specific process to retrigger a message varies depending on the scheduling system in use. Contact your Implementation Manager or Customer Success Manager if you have questions regarding this process.*
