Self Pay Billing from Appointment Email

Self pay patients can pay directly from their appointment confirmation email, making payment collection simple and automated.

How It Works

If you:

• Have a payment gateway connected, such as Stripe or Elevon

• Have Pre payment required enabled in your calendar setup

This functionality will operate automatically.

No additional setup is required beyond these steps.

What Happens When You Book a Self Pay Appointment

When creating an appointment for a self pay patient:

• A Pay button automatically appears in the appointment confirmation email

• An invoice is raised automatically

• The patient can click the button and pay securely online
  
  Note- this can be over-ridden at the time of appointment creation from the platform if for example you do not want to charge a patient for a consultation

• A receipt is automatically generated

• The billing section updates automatically

• No manual reconciliation is required

Patients will also automatically receive a reminder 24 hours before their appointment.

How to Enable Pre Payment

To use this functionality, you must enable Pre payment required in your calendar setup.

If the Pre payment boxes are greyed out, this means a payment gateway has not yet been connected to your account.

Key Benefits

• Faster payment collection

• Reduced administrative workload

• Automatic invoicing and receipts

• Improved cash flow

• Seamless patient experience

This process helps streamline self pay billing while keeping your workflow efficient and automated.