Table of Contents

Release Highlights

RCM Enhancement

UX - Improve Microdeposit Verification Usability

What’s New: We’ve enhanced the microdeposit verification process for patients making ACH payments to a Customer with a Stripe account. This update improves usability by clarifying instructions, renaming field labels, and implementing dynamic auto-formatting for deposit fields. Additionally, a thorough review was conducted to ensure no existing bugs.

Why It Matters: These enhancements make it easier for patients to verify microdeposits, reducing potential confusion and errors during the payment process.

Who It’s For: This update is for any patients using ACH payments via Stripe.

How to Use It:

• 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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