You can send a patient a payment link via SMS or email. This link will direct the patient to a straightforward payment option.
Sending a payment link is both convenient and efficient in various situations. Follow this link to learn more about these circumstances.
💡 This feature is available when you've connected Stripe to your Clinicminds account.
Send payment request
To send a payment link, follow these steps:
Open the patient overview window.
Open the patient's wallet.
Click on the ellipsis menu at the upper right corner of the patient wallet window.
Select "Send payment request."
Fill in the amount and a description (which is visible to the patient).
Finally, please select how you want to send it, by SMS or E-mail, and hit the save button.
Payment received
Once the payment is received, the wallet will be credited with the requested amount. The amount in the wallet can be used for treatments, products, or any other invoices.
Visual queue
When sending a request via SMS to a patient who is still at the front desk and keeping the window open, you can check whether the payment has been made and received. Initially, the payment request will appear greyed out. Once the payment is processed, the request will change to solid black immediately.
E-mail notification
Once a payment request is completed and processed, the amount is added to the patient’s wallet, and the clinic is notified via email.