PATIENT PORTAL
SETUP CHECK LIST
Now, Responsible Parties can access their account information online!
Check Balance – Pay on Account – Review Upcoming Appointments
Ensure you have these setup items handled so your Responsible Parties have access to the Patient Portal
Credit Card Processing Account
¨ Active TransFirst or Open Edge credit card processing account (if the office desires to offer online credit card payments)
Setup / Office is Completed
¨ TransFirst or Open Edge credit card processing account established directly with the credit card processing company. Credentials should be obtain by the merchant and entered by the office at Setup / Offices / Office Setup / Integration Tab
Responsible Party/Billing Information Records are Completed
¨ “Send Statements” is check-marked
¨ “Email Statements” is check-marked (if Responsible Party desires to get email notification of statement)
¨ Valid email address is recorded within the Responsible Party Information screen
Experience This Opportunity Yourself!
¨ Input an account with YOU as the Responsible Party – ensure your email is recorded in the Responsible Party/Billing Information screen
¨ Open the Patient Portal website – http://yourdentistoffice.com
¨ Using the Sign Up link, enter the email address (username) recorded in Denticon’s Responsible Party/Billing Information screen
¨ Using the Login link, start using the Patient Portal
Send Your Responsible Parties to the Patient Portal
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BENEFITS of the Patient Portal – ü Pay account balance online ü Email notification of statements ready – save postage! ü Review upcoming appointments ü View charges and payments ü Reduce patient calls because they have account information at their fingertips!
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Statement Generation through Reports / Statements
ü “Only Paper” means only the accounts that do not have “Email Statements” checked in Responsible Party/Billing Information screen will receive a statement by paper – click the Print Statements button to generate the paper statements to the Adobe screen for printing
ü “Only Email” means only the accounts that do have “Email Statements” checked in the Responsible Party/Billing Information screen will receive a statement by email – to generate the email statements to the Patient Portal
ü “Email & Paper” means all Responsible Party accounts will receive a paper statements, plus Responsible Party accounts marked for “Email Statements” will also get a statement through the Patient Portal – four steps:
ü Remember to click the Update Stmt Dates button last to lock the Responsible Party accounts that received statements