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Create and Send an Envelope with a Payment Request
Open a patient chart and navigate to 'Patient Engagement > Create Envelope'.
For the billing facility, select Billing Facility 1, LLC. This facility has a Stripe Account configured as a payment gateway.
Login to the Patient Engagement Portal
Copy the envelope link and open it in another browser tab to access the patient portal.
Process Your Payment
Select Bank Account (ACH) as the payment method.
Add a Bank Account Routing and Account Numbers.
Verify the Bank Account
Select the non-verified account and click the Verify button.
Make a Payment
Once the account is verified, select the verified account and click the Process Payment button.
Review the Payment in Sunwave
Open Sunwave to view and confirm the payment details.
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Ticket Summary Table
Issue key | Summary |
SUN-4449 | CRM - CTM API - Store Marketing Parameters & Display on Dynamic Lead Report |
SUN-4447 | CRM - Opportunity Report - Display Marketing Data |
SUN-4444 | CRM - Analytics - Create User Access Permissions |
SUN-4407 | CRM - Scheduled Date and Time Not Cleared when Opp moved to "Active" outcome |
SUN-4379 | CRM - Manage Opportunities - Enhance Filters & Display |
SUN-4346 | Patient Header - Abbreviate Labels |
SUN-4299 |
Improve Stripe ACH Microdeposit Verification Usability | |
SUN-4264 | Remove reference to last_authorization_v view from everywhere in the code. |
SUN-3694 | CRM - Lead/Opp Referral Source Contact Owner Reporting Enhancements |
SUN-2881 | CRM - Lead & Opportunity Reporting - Preserve Account/Contact Ownership |
SUN-2714 | Upgrade |
Database Initial Phase |