Rivet Payments can help increase your payment collection rate from patients by enabling different ways for patients to pay. This article will provide you with a step-by-step guide on how to enable payments on estimates, ways for patients to pay, navigate to your payments, and manually post a payment.
Enabling Payments on Estimates:
To enable taking payment from the patient on an estimate, create an estimate for the patient, and in the payment drop-down at the bottom of the estimate select the way of collecting payment either by a percent of the total patient responsibility or a flat-rate amount. Enter the amount you want the patient to pay in the box next to the Type and select a due date for the payment.
Ways for Patients to Pay:
Patients can pay via mobile by clicking on the clickable link received in a text or email. Patients will have the option to enter the amount they would like to pay, enter where they would like the payment receipt emailed, and enter their payment information to complete the payment.
When completing the estimate you can choose to share the estimate via email or SMS. Click send to send this link out to the patient.
Once sent, your patient will get a text or email with a clickable link:
First, they will have the option of entering how much they would like to pay toward the estimated amount. If a percentage is required before a specific due date, the patient will only have the option to pay that amount.
The patient will then be able to enter where they would like the payment receipt emailed.
And finally, they will be able to enter in their payment information to complete the payment.
Navigating to Your Payments:
To find the list of payments that have been made from your customers, click on the "Patients" tab at the top of your Rivet page and select "Payments."
From this page, you can filter the results shown, review if payments have been posted or not, manually post payments, and void or refund payments if needed.
Manually Posting a Payment:
Some patients may not wish to pay via online or mobile portal, and prefer to pay in person. If a patient pays in person, and you would still like to post the payment in Rivet, navigate to the Estimates portion of your account by clicking the "Patients" tab, and then selecting the "Estimates" option in the dropdown.
Find the estimate that you wish to post a payment on, and click the three dots on the right side of the estimate. Then select "Record Payment" in the dropdown.
On the screen that appears, enter in the payment amount, and click "Record Payment." Afterward, the estimate's "Collected" column will update with the amount you entered.
If you have any additional questions about the rivet payments or how to get these setup feel free to chat in or send an email to success@rivethealth.com.
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