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Text To Pay

How to Send Payment Requests to Patients?

Send payment requests by text and email, track their status, and customize the message patients receive.

Step by step

What you’ll see in this demo

1

Once you log into PracticeDilly, click Appointments by Date in the left panel. To request a payment, click on the payment sign corresponding to the patient.

Payment icon beside a patient appointment
2

Enter the amount and the purpose of the payment. After entering the details, click on the Send button.

Payment request amount and purpose fields
3

The patient receives a text message and an email with the payment link.

Payment request sent by text message and email
4

They can click on the link and enter credit card information to make the payment. The paid amount will be automatically credited to your business checking account.

Credit card payment page
5

You can view all the payment statuses through the dashboard. Once you receive the payment, you can mark it as COMPLETE.

Payment status dashboard
6

You can also filter the payment requests based on their status.

Payment request status filters
7

You can even customize the text message that goes to your patients. To do that, click on Payment, Settings, edit the message as necessary and Save.

Payment request text-message settings