PATIENT VIEW: Debtors SMS and Payment

1. Send URL sent

Immediately after sending the “Send URL” button with the Payment URL Message, the patient will get the below text message, with a valid payment link for them to access. Notice all the Tags, these are customised for each patient and clinic to keep it personal. These can be customised in the Debtors List SMS. Manage / Update your Debtors Templates

INFO

Patient’s will not see these tags, but instead their name “Preferred Name” setup in Best Practice (if empty, their first name), the Doctor’s name that they had the consultation with followed by the Payment link AutoMed sends.

2. Clicking Payment URL

After clicking on the Payment URL link that’s sent to the patient, they’ll have to provide their FULL Date of Birth before being able to access the Invoice for what they need to pay. This is helpful if we somehow send this link to the wrong individual, they’re unable to open the invoice without the proper information, thus limiting their access and not being able to see any harmful information.

3. After inputting the Date Of Birth

After the patient enters their DOB, they can see:

• The date the invoice was created (the date of the appointment)

• The Doctor who provided the service

• What MBS Item No. this was and description

• Fees and applicable surcharges / GST

This is extremely helpful for the patient’s view to see what exactly they’re being charged for.

The payment is settled and receipted into Best Practice software in real-time. This means once you see the patient has paid for the appointment, you’re able to open the patient’s billing history and see that it has been marked paid.

This is where you may need to send the online claim for them.