Using Text2Pay from Provider App & Web Portal

Text2Pay FAQs

Only Stripe accounts have access to Text2Pay at this time. We will launch this functionality with Clearent in the near future.
Payment links must be sent to a phone number that can receive an SMS text.
When using Guest Checkout via Quick Pay on the app, Text2Pay will be unavailable. It can only be used when a payment is requested from an existing Patient.
In order to use Text2Pay, the entire invoice amount must be paid via Text2Pay. These invoices cannot be split among multiple payment types.
Text2Pay links are only active for 24 hours. During that time, unpaid invoices are marked as Pending Payment inside the Sales tab via AR Web Portal.
After 24 hours without payment, invoices will show in a new status Draft- Expired Link and the Practice will have to enter the checkout workflow again to send a fresh link to the Patient for payment.
Payments made via Text2Pay are considered Link payments. Once a successful payment has been made, Link will show as the Payment Method in the Sales tab, and the payment will be counted as a Link payment in the Payment Method report. These are processed at the Card Not Present rate.
Refunds and voids will work as they do now for other Link and credit card payments.

Initiating a Text2Pay Payment

1. To begin using Text2Pay, you will need to enter the cart either through the Chart-to-Cart workflow, Quick Pay or on the Virtual Terminal. Once inside the cart, click Checkout.

2. Once you enter checkout, choose Payment Method

3. Select Text2Pay to enter the workflow.

Please note: Text2Pay is only available if the ENTIRE invoice amount is to be paid via this payment method. Patients cannot split payments between multiple payment types if they intend to use Text2Pay as an option.

4. The Payment Amount is not editable for the method. Confirm the proper phone number is listed where the Patient can receive a SMS notification, and click Charge.

5. Once the SMS has been sent, you will see a confirmation pop up. Once you click OK, the cart will no longer be visible, and you will return to the Patient's profile or cart screen on the app depending on where the payment was initiated.

Why? Text2Pay links are available for 24 hours before they are disabled. This means a Patient can call in and make a purchase over the phone, and you can send out a Text2Pay link to pay for the purchase. In the event they cannot get to it at that moment, the link will be valid for up to 24 hours. In the event that link expires, you will have an option to resend. In an effort to allow you to continue with other clients and duties in the meantime, the cart will close once the link is sent. We will show you how to check for payment and link status in subsequent steps.

6. The Patient is sent a text message with the request to complete the payment.

7. Once they click the link, they will be directed to Stripe's online payment terminal. They will be required confirm the OTP code to connect the payment to an existing Link account if one exists. If not, they will be able to input a credit card for the first time and save it to their Link profile.

8. Once the Patient inputs the OTP, they will be able to continue with the transaction. If they have an existing Link account, the credit card will show here. They have the option to also add a new payment method if desired.

9. Once the Patient completes the payment, they will see the green bar and checkmark, and they will be redirected to your online booking page as the landing page.

10. To check a payment status for an individual Patient, you can check the invoice line for the procedure. If a Text2Pay link has been sent, you will see Pending Payment. If the Text2Pay link has expired, you will once again see the Take Payment verbiage. If it has been paid, you will see the View Invoice option.

11. Another option to check paid invoices is to click Past Invoices from the 3 dots on the top right hand corner of the Patient Profile.

12. You will see the paid invoice here, and you can click on it to expand it.

13. Expanding it will show the app version of the receipt, but you can also click to view the actual receipt if preferred.

14. To view payment status for multiple Patients and those in draft or pending status, you can go to the AR web portal and click on Sales. Once inside, invoices with an active Text2Pay link will show in Pending Payment status. This means the link is within the 24 hour window of creation, and the Patient can still click on it and complete the transaction.

15. For expired links, the invoice is moved to a new status: Draft- Link Expired with an icon to make those invoices easy to recognize. To restart the Text2Play workflow and send a new, active link, from the desktop, click on the desired invoice.

16. Once it opens, click on Take Payment

17. Once inside the checkout screens, click Payment Method and then select Text2Pay

18. You will repeat the same steps here to send out a new link to the Patient.

19. If you are using the app, navigate to the Patient's chart and locate the procedure with the unpaid invoice. Click on Take Payment, and you can begin the same Text2Pay workflow from the checkout screens.

Cancelling a Text2Pay Payment Link

20. From the app, if you'd like to cancel a Text2Pay link that is currently active, click on the Pending Payment area of the procedure.

21. A dialogue box will appear asking whether you'd like to cancel this existing payment request. If you click No, the Text2Pay link will remain active. If you click Yes, you will be redirected to the checkout screen to reenter the checkout workflow with a different payment type. If you do not proceed with a new payment type at that time, the invoice status will appear under the sales tab as Draft- Expired Link since the Text2Pay link associated with it has been cancelled yet no other payment has been rendered.

22. To cancel a Text2Pay link from the web-based virtual terminal, locate the invoice that has the pending payment & click on it. Once open, you will see a red box that says Cancel Pending Invoice. This does not cancel the entire invoice- it only cancels the Text2Pay link as the payment method allowing you to take a different payment method to complete it. Just like with the app, if you cancel the Text2Pay payment method and do not take a new payment, it will show the Draft- Expired Link status until paid.