Streamline patient billing by securely capturing payment information without immediate charges. Our Billing Vault Form sends patients a private link to input their credit card details, enabling seamless future transactions and scheduled payments. A temporary $1 authorization confirms card validity but disappears within days, ensuring a hassle-free experience. This feature is limited to cards and does not support routing or account banking information.

This feature is only available for members with access to the Auto-Debit System®. 

Getting started: 

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

There are two ways to send the link: 

Option 1: Generating a Pay Now Link to Send to a Patient With Your Cash Practice Account

  1. Pay Now Form: Select the "Store Billing to Vault" Form to send to the patient. 
  2. 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.
  3. Email Address: Confirm or Edit Email Address
  4. Insert Message: (Optional) and will only be seen by the patient receiving the email.
  5. Invoice (PDF): (Optional)Attach a PDF invoice for the patient to view any charges incurred that they need to pay for.
  6. Send Email With Pay Now Link

A HIPAA Confidentiality Note will appear, read, then click [OK].

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

 

Option 2: Generating a Pay Now Link to Send With A Seperate Email Program or Texting System

  1. Pay Now Form: Select the "Store Billing to Vault" Form to send to the patient. 
  2. 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.
  3. Copy Link: If you would like to use your own platform or email program to send the link, you may copy the link at this time and paste it into your own email provider, text service, or another platform that you use to communicate with patients.
    What happens next?

Your patient will receive an email or text from your office with a [Pay Now] button, bringing them to the "Store Credit Card On-File" Form, and once completed, will be added to their individual Billing Vault for future use. 

Example of this page below: