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How to Use Direct Payment Links

Use Cases & Tips on how and when to utilize the direct payment link feature

Written by Richard

Overview

The Direct Payment Link feature allows your clinic to generate a secure, single-use link that patients can use to pay for consultations, treatments, or outstanding invoices — wherever they are.

This guide explains common scenarios and best practices to help you maximize this flexible tool.

✅ How to Use It

You can send a payment link via:

  • Email

  • SMS

Patients can open the link, review the payment details, and pay instantly via their mobile banking app or payment platform.

💡 Practical Use Cases

Use Case

Description

Forgotten Wallet

Patient forgets their payment card? Send the link at the front desk for immediate mobile payment.

Unpaid Invoices

Attach the link to a follow-up email for quick settlement. It is much easier than manual bank details.

Pre-payment Before Prescription

Collect payment before issuing a prescription for medical weight loss and similar clinics.

Upselling After Treatment

If a patient wants an add-on or product after a visit, let them pay from home with a link.

Video / Tel consults

After a video consult, send the link immediately for treatment deposits or product orders.

No-show Fees

Send a payment link afterwards to settle no-show fees. Add a short description and use the wallet feature for quick handling.

🚀 Benefits

  • Fewer unpaid treatments and invoices

  • Reduced administrative tasks

  • No more waiting for manual transfers

  • Improved patient experience and flexibility

  • Safer handling of remote or prescription-based services

🔐 Security Note

All payment links are encrypted and tied to the patient's specific appointment or invoice, ensuring the safe and correct allocation of funds.

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