Emailing a Receipt

You can email receipts for individual transactions, patient transaction history, and any reversals or refunds that occur.

During Payment Collection

Send your patients an email receipt at the time of payment collection. You can send an email receipt from the Collect Payment window on the Scheduler and from the Patient Payments section of the patient chart.

  1. Begin collecting payment as you normally would. In this example, we’ll collect a $20 copay when checking in Sharon for her appointment.
  2. Check the Paid Checkbox.
  3. Select the Payment Method (Credit Card or HSA Card) from the drop-down.
  4. Click Collect Payments.
  5. Swipe, key-in, or use a saved card-on-file to collect the payment.
  6. Click Process Transaction.       
                                                                                                       
  7. Once the transaction has been processed successfully, select the drop-down arrow next to Save & Close in the bottom-right corner of the payment window. Then, select Save & Send Receipt.   
  8. Click the Play button.                                                                                                                                                                                                                                                    
  9. If the patient already has an email address associated with their record, you can select it from the drop-down. If the patient would like to use a different email address, click the Use another email checkbox and enter the email.        
                
  10. If the patient does not have an email address entered, you can type it in and use the Save email checkbox to save the email address for future receipts.                         
                 
  11. When ready, click the Send button.

The patient will receive an email that contains an attached PDF of the receipt for the Date of Service. There is no PHI included in the email.

After Payment Collection

Send your patients an email receipt after payment has already been collected. You can send an email receipt from the Patient Payments section of the patient chart.

  1. Locate the desired payment entry and select the envelope icon.
  2. In the pop-up window, click Send Email Receipt.
                                    
  3. If the patient already has an email address associated with their record, you can select it from the drop-down. If the patient would like to use a different email address, click the Use another email checkbox and enter the email.    
                    
  4. If the patient does not have an email address entered, you can type it in and use the Save email checkbox to save the email address for future receipts.                                       
  5. When ready, click the Send button.

The patient will receive an email that contains an attached PDF of the receipt for the Date of Service. There is no PHI included in the email.

Payment History Receipt

You can email the patient's history of payments, including refunds and reversals from the patient chart. 

  1. Navigate to the Patient Payments section of the patient's chart. 
  2. Select Send History PDF.
  3. Use the email address(es) associated with the patient’s record, or use the checkbox to type in a different email address.                                       
  4. Click Send to email the patient’s transaction history.

Refund/Reversal Receipts

Click herefor more information.