Sending Payment Links via Text to Patients

This article outlines the steps to send a payment link to patients via text message.

Key Steps

1. Access the Payment Link Feature 0:16

   • The Send Payment Link button can be found in two locations:
   • From an invoice, next to the print button
   • From the patient profile, in the invoices tab. Select the invoice(s) you would like to send a payment link for, then the Send Payment Link button will appear.
   • This button will only be present on invoices with an outstanding patient balance.

2. Select the Patient's Phone Number 0:26

   • A modal will appear with the patient's primary phone number pre-selected.
   • If necessary, change the phone number to a different one.

3. Customize the Message (Optional) 0:26

   • You can modify the default message that will be sent to the patient.
   • Add any additional text or changes as needed.
   • After confirming the phone number and message, send the text to the patient.

4. Verify Invoice History 0:45

   • Check the invoice history at the bottom of the screen to confirm that an entry has been added indicating the payment link was sent.
   • A record of the text can also be found in the message log.
   • Once the patient makes the payment, it will automatically be applied to the invoice.

Link to Video

If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.