How to Send Payment Requests to Patients?

  1. Once you log into PracticeDilly, click Appointments by Date in the left panel. To request a payment, click on the payment sign corresponding to the patient.

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  3. Enter the amount and the purpose of the payment. After entering the details, click on the Send button.

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  5. The patient receives a text message and an email with the payment link.

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  7. They can click on the link and enter credit card information to make the payment. The paid amount will be automatically credited to your business checking account.

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  9. You can view all the payment statuses through the dashboard. Once you receive the payment, you can mark it as COMPLETE.

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  11. You can also filter the payment requests based on their status.

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  13. You can even customize the text message that goes to your patients. To do that, click on Payment, Settings, edit the message as necessary and Save.

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