Page Comparison

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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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How to Use It: No user action is required to use this enhancement. When scrolling, look at the top of the screen to locate the header.

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User Permission - Manage Medication Orders & Templates

What’s New: Sunwave now offers new permissions allowing specific users to manage medication orders and templates. Granting this permission gives the user access to:

• Regular Templates

• PRN Templates

• Taper Templates

• High Alert Medications

• Pain Medication Reminders

• Med Frequencies

Why It Matters: This enhancement allows medical professionals to more closely manage and quickly change many of the medication default settings and behaviors in their EMR.

Who It’s For: This update is for facilities who want to empower their medical providers.

How to Use It: Navigate to Practice Set-Up → Manage Users using the left nav menu. Select the user you want to modify permissions for. Scroll down and locate the “Medications” permission set and select “Manage Medication Orders & Templates”.

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Ticket Summary Table