To help prevent delays in collections, Dentrix Ascend Pay now allows you to send a text message with a link so a patient can make a payment online. You can use this functionality for such things as deposits and to allow patients to make payments on their own instead of providing credit card information over the phone. You can also use this functionality when there is not a payment device (card reader) available.
Prerequisites:
- Dentrix Ascend Pay is enabled with a Worldpay MID.
- MID must already be registered for text-to-pay feature.
- At least one lane must be set up. But after it is set up, you do not need to have physical access to the associated payment terminal (card reader) to request a payment.
To request a payment
1. While viewing a patient’s Ledger page, click Payment.
2. In the Enter Payment dialog box, enter the payment Amount, select Credit Card Payment as the payment Method, and then apply portions of the payment amount to procedures as applicable.
3. Select the Lanes option (if it is not already selected), and then select Request To Pay from the list.
Note: If a physical device is selected, the button to the right of the list is Process Card. If Request To Pay is selected, the button to the right of the list is Request To Pay.
4. Click Request To Pay.
The Send Payment Request by Text dialog box appears.
5. Verify that the mobile number is correct. If the number is not correct or not present, get the number from the patient or guarantor, and enter it in the box.
Note: If you entered or changed the phone number, and want to update the mobile phone number on file in the guarantor’s record, select the Update Phone Number checkbox.
6. Click Send Payment Request.
A message appears and states that a payment request was sent and for what amount.
A text message is sent to the patient.
Note: The link will expire 10 minutes from the time that it is sent, which means that the patient has to complete the transaction within that time period.
7. The patient clicks the link in the text message.
A summary of the payment details appears for the patient’s reference, and the options for entering credit card information appear.
8. The patient enters the Card Information:
- Card Number
- Expiration – Month and Year
- CVV
9. Click Make Payment.
When the transaction is processed successfully, a message appears.
Note: The patient can use this message as a receipt. Additionally, you will be able to get a receipt from the patient’s ledger once the payment appears on the Online Payments tab of your location’s Inbox page in Dentrix Ascend (by clicking the payment’s paperclip icon in the Att. column).
The payment automatically appears on the Online Payments tab of your location’s Inbox page in Dentrix Ascend in approximately five minutes (you will be notified of the payment accordingly).
10. On the Online Payments tab of your location’s Inbox page, select the payment’s checkbox.
11. Click Auto Apply.
Note: After the payment is applied to charges in the guarantor’s account, it can be voided or refunded.