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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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Add "Comments" Field to Payment Pop-Up on Calendar
What's New: We’ve added a "Comments" field to the payment pop-up on the calendar for all four payment types: cash, check, credit card, and credit card (external). This allows receptionists to provide additional details when accepting payments.
Why It Matters: Receptionists can now add helpful notes directly when taking payments. These comments will assist billers and posters, ensuring they have all relevant information in Manage EOBs, improving accuracy and communication within the payment process.
Who It’s For: This enhancement is primarily for receptionists, billers, and posters working with patient payments and EOB management.
How to Use It: When taking a payment from the calendar, simply add any relevant details in the "Comments" field. These comments will be visible in the Manage EOBs screen when reviewing payments.
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CRM Enhancements
Reporting - Historical Lead and Opportunity Reporting Enhancements
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