Overview

Text to Pay allows practices to send patients a secure payment link by text message directly from RevolutionEHR.

Important: Text to Pay is currently available only to Early Adopter practices enrolled in RevPay.

RevPay is RevolutionEHR's integrated credit card processing solution that allows practices to process payments, refunds, and voids directly within RevolutionEHR.

If your practice is not already enrolled in RevPay, Click Here to fill out the registration form to start the sign up process.  If you have specific questions before signing up with RevPay, please complete the registration link above and you will be contacted by a RevolutionEHR respresentative.

Before You Begin

Text messaging regulations require businesses sending SMS messages to register their business identity with U.S. mobile carriers.

This registration:

• Verifies your business identity
• Helps prevent spam and fraud
• Improves text message delivery rates
• Reduces carrier blocking
• Ensures compliance with carrier requirements

This registration is powered by RevConnect, but you do not need to subscribe to RevConnect to complete the registration.

Registration is NOT required if:

Your practice already:

• Uses RevConnect, or
• Uses the Free Appointment Reminders powered by RevConnect

These practices have already completed the required carrier registration and can skip directly to the Text to Pay setup instructions.

Prerequisites

Before registering, verify the following:

• Your practice is enrolled in RevPay.
• The location with the lowest Location ID has a complete mailing address.
• All information under Admin > General > Contacts is completed.
• Your practice website includes both:
  • Privacy Policy
  • Terms & Conditions

For website requirements, see:

Website Privacy Policy and Terms & Conditions

Step 1: Grant Access to the Registration Screen

Access to the registration screen is controlled by User Roles.

By default, only the System Administrator role has access.

Important: We recommend granting access only to users responsible for completing the registration. Limiting access helps prevent accidental changes after registration has been completed.

1. Navigate to Admin > Employee/Roles > User Roles.
2. Open the appropriate User Role.
3. Expand Administration Module.
4. Select View RevConnect Registration.
5. Click Save.
6. Log out and back in for the permission change to take effect.

Step 2: Complete the Registration

Verify Required Practice Information

Before opening the registration screen:

Verify the Primary Location

1. Navigate to Admin > General > Locations.
2. Open the location with the lowest ID number.
3. Verify the address is complete.

Verify Practice Contacts

1. Navigate to Admin > General > Contacts.
2. Ensure all required fields are completed.

Open the Registration Screen

Navigate to:

Admin > General > Practice Preferences > RevConnect Registration Information

Important: Registration only needs to be completed once.

After submitting your registration, do not return to this screen unless instructed by Support. Reopening or modifying the registration information may reset the registration process or remove your assigned messaging account.

Complete all required fields.

Legal Business Name of Practice

Must match your IRS Form W-9 or CP575 exactly.

If the business name does not match federal records, registration will fail.

Practice Legal Business FEIN

Enter the FEIN:

• No dashes
• No spaces

Practice Website URL

The website URL must begin with one of the following:

• http://
• https://
• www.

Your website must also contain:

• Privacy Policy
• Terms & Conditions

Without these pages, your registration cannot be approved.

For additional information, see:

Website Privacy Policy and Terms & Conditions

Business Type

Select the appropriate business type.

Company Type

Select the appropriate company type.

If Public is selected, two additional fields are required:

• Stock Exchange
• Stock Ticker Symbol

After completing all fields, click Register.

Log out and back in.

Registration Status

Carrier approval typically takes 7–14 days.

When registration is approved, you will receive a RevolutionEHR inbox message similar to:

RevConnect Registration was Successful

The message will indicate that your practice has been assigned a phone number for messaging and that "you may enable automated reminders."

Although the message references automated reminders, this approval also enables Text to Pay.

Registration Errors

If registration cannot be completed, one of the following messages may appear.

Twilio error related to brand issue

This usually indicates the information entered does not match federal records.

Verify that the:

• Legal Business Name
• FEIN

match your W-9 or CP575 exactly.

If the information is correct and the error persists, contact Customer Support.

Failure to fully register account, please contact support

Contact Customer Support for assistance.

Account registration has been disabled. Please contact support for assistance.

Contact Customer Support for assistance.