1. To begin using Text2Pay, you will need to enter the cart either through the Chart-to-Cart workflow, via Quick Pay or on the Virtual Terminal. Once inside the cart, click Checkout.

2. Once you enter checkout, choose Payment Method

3. Select Text2Pay to enter the workflow.

Please note: Text2Pay is only available if the ENTIRE invoice amount is to be paid via this payment method. Patients cannot split payments between multiple payment types if they intend to use Text2Pay as an option.

4. The Payment Amount is not editable for the method. Confirm the proper phone number is listed where the Patient can receive a SMS notification, and click Charge.

5. Once the SMS has been sent, you will see a confirmation pop up. Once you click OK, the cart will no longer be visible.

Why? Text2Pay links are available for 24 hours before they are disabled. This means a Patient can call in and make a purchase over the phone, and you can send out a Text2Pay link to pay for the purchase. In the event they cannot get to it at that moment, the link will be valid for up to 24 hours. In the event that link expires, you will have an option to resend. In an effort to allow you to continue with other clients and duties in the meantime, the cart will close once the link is sent. We will show you how to check for payment and link status in subsequent steps.

6. The Patient will be sent a text message with the request to complete the payment.

7. Once they click the link, they will be directed to Stripe's online payment terminal. They will be required confirm the OTP code to connect the payment to an existing Link account if one exists. If not, they will be able to input a credit card for the first time and save it to their Link profile.

8. Once the Patient inputs the OTP, they will be able to continue with the transaction. If they have an existing Link account, the credit card will show here. They have the option to also add a new payment method if desired.

9. Once the Patient completes the payment, they will see the green bar and checkmark, and they will be redirected to your online booking page as the landing page.

10. To check a payment status for an individual Patient, you can click the three dots on the top right of their profile.

11. Click Past Invoices

12. You will see the paid invoice here, and you can click on it to expand it.

13. Expanding it will show the app version of the receipt, but you can also click to view the actual receipt if preferred.

14. To view payment status for multiple Patients and those in draft or pending status, you can go to the AR web portal and click on Sales. Once inside, invoices with an active Text2Pay link will show in Pending Payment status. This means the link is within the 24 hour window of creation, and the Patient can still click on it and complete the transaction.

15. For expired links, the invoice is moved to a new status: Draft- Link Expired with an icon to make those invoices easy to recognize. To restart the Text2Play workflow and send a new, active link, from the desktop, click on the desired invoice.

16. Once it opens, click on Take Payment

17. Once inside the checkout screens, click Payment Method and then select Text2Pay

18. You will repeat the same steps here to send out a new link to the Patient.

19. If you are using the app, navigate to the Patient's chart and locate the procedure with the unpaid invoice. Click on Take Payment, and you can begin the same Text2Pay workflow from the checkout screens.