*Notice: This feature is only available for members with the Auto-Debit System that have an active MOTO merchant account. This is the merchant account that's used for all key-entered and card-on-file transactions when using the Virtual Terminal or Scheduled Payments.

NEW! We added the ability for you to attach an invoice when generating emailing the patient with the Pay Now form. Watch the video below for more information

 

Click the Self Help button to use the Cash Practice® Walkthrough when logged into your account. 

 

Getting Started:

Step 1: From the top of the navigation menu → select the Generate Pay Now Link icon.

Generating a Pay Now Link to Send to a Patient With Your Cash Practice Account

  1. Pay Now Form: Select which CP Online Form to send to the patient. We recommend the pre-loaded [Collect Payments Online].
  2. Amount (optional): Enter the set amount that will be listed on the form. This is not changeable by the patient. If you leave it blank, the patient will be able to enter the amount to pay themself
  3. Patient Account: The menu will search for patients that match the information entered into the field. Enter the patient's first name or last name, company, patient ID, or TPS ID, then select the Patient Account from the menu. New Patient Account: If this is a new patient and they have no patient record saved in Cash Practice® yet, select the [Add New Patient] button to the right. All that is required to create a new patient account is a first and last name.  
  4. Email Address: Confirm or Edit Email Address
  5. Inset Message: Optional and will only be seen by the patient receiving the email.
  6. Invoice (PDF): Attach a PDF invoice for the patient to view any charges incurred that they need to pay for.
  7. Send Email With Pay Now Link

The page will refresh with a preview of the email as well as a success alert with the option to [Return to Send Bill Pay Email] screen if you need to send this to more patients. To close the screen, click the red X in the bottom right corner. 

Generating a Pay Now Link to Send With Another System

  1. Pay Now Form: Select which CP Online Form to send to the patient. We recommend the pre-loaded [Collect Payments Online].
  2. Amount (optional): Enter the set amount that will be listed on the form. This is not changeable by the patient. If you leave it blank, the patient will be able to enter the amount to pay themself
  3. Patient Account: The menu will search for patients that match the information entered into the field. Enter the patient's first name or last name, company, patient ID, or TPS ID, then select the Patient Account from the menu. New Patient Account: If this is a new patient and they have no patient record saved in Cash Practice® yet, select the [Add New Patient] button to the right. All that is required to create a new patient account is a first and last name.  
  4. Copy Link: Copy the link a paste it into your email, text service, or another platform that you use to communicate with patients.

What happens next?

Your patient will receive an email with a [Pay Now] button, bringing them to the Payment Form and the payment will be complete! This will then be posted on your End Of Day  Report for the current day or you can search for them by following the instructions HERE. 

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