RevPay - Text to Pay

RevPay - Text to Pay allows practices to send patients a secure payment link by text message for outstanding invoice balances. Staff can send individual payment requests from an invoice or configure automatic reminders through RevConnect Settings.

What’s included

• Send payment requests directly from RevolutionEHR.
• Automatically remind patients about qualifying outstanding balances.
• Use the patient’s cell phone number and texting preferences already stored in RevolutionEHR.
• Let patients complete payment through the existing RevPay payment experience.
• Send another request when an invoice remains unpaid.

Send a payment request manually

1. Open the patient’s invoice.
2. Confirm that the invoice is approved, active, and has a positive balance.
3. Select the Text button in the invoice header.
4. Review the recipient and confirm the message.

The message is sent to the patient responsible for the invoice. An invoice note records that the RevPay Text to Pay message was sent.

If the patient has an active recurring payment plan, RevolutionEHR displays a warning before the message is sent. Staff can review the warning and decide whether to continue.

Configure automatic payment reminders

1. Open RevConnect.
2. Select Settings.
3. Select the appropriate location.
4. Enable RevPay Text to Pay.
5. Under Send a Text, configure one or more invoice-age intervals.
6. Save the settings.

Intervals are configured in Days Old. For example, a practice can send reminders when an invoice is 30 and 60 days old. Newly created settings use 30 and 60 days as the recommended defaults.

Automatic reminders are sent by text only. Email is not used for RevPay Text to Pay reminders.

Patient payment experience

The patient receives a text message containing a secure payment link. Selecting the link opens the existing RevPay payment experience, where the patient can complete payment using their mobile device.

The payment request uses the patient’s cell phone number already stored in RevolutionEHR, so staff do not need to enter a phone number manually.

When a payment request can be sent

A patient invoice must generally meet the following requirements:

• The invoice is approved and active.
• The invoice has a positive balance.
• The invoice payer is a patient.
• The patient is active and has a cell phone number on file.
• The patient is eligible to receive text messages.
• RevPay and online payments are active for the invoice location.
• The location has a usable online payment link.
• RevConnect is enabled for the location.

Automatic reminders also exclude patients who have an active recurring payment plan.

If the Text button or RevPay Text to Pay settings are unavailable, contact your practice administrator to verify RevConnect, RevPay, online payment, and patient texting settings.