Getting Started:

Step 1: From the Dashboard, click on the [Generate Pay Now Link] icon in the top-right corner of your Dashboard. 

Step 2: Click on [Pay Now Link History]. 

Step 3: Use the search options to define which Pay Now Links you have sent. Then click [Search]. 

Step 4: Displayed will be a list of your search results. 

  • Date: This shows the date the online form link was sent as well as which user sent it
  • Profile: Your patient's profile picture will be displayed (if they have one saved in their patient record)
  • Patient: This will display which patient record was sent the online form
  • CP Online Form: This shows which online form was sent to your patient 
  • Amount: How much money was requested in the online form, prior to being sent to your patient
  • Icons: 
    • PDF: This lets you know if a PDF was attached to the email
    • Envelope: This tells you if the online form was sent via email from the Pay Now feature. Click on the envelope icon to review the email sent
    • Link: This lets you know if the "Pay Now Link" was copied (this may occur if you want to copy the link into your own email provider or texting service).
  • Paid: This will display the date and time your patient submitted the payment online

  • Action: The [View] button located under the "Action" column shows a preview of the transaction as it would appear on your Posted Payments Report

Example: