Pre-Visit Payment
PaymentsCollecting payment from a patient before they arrive for their appointment, typically during the intake process. A payment field is embedded in the pre-visit form so patients submit their copay or balance alongside their medical information. This eliminates checkout lines and reduces accounts receivable.
See this in FormisoftRelated terms
Copay Collection
The process of collecting a patient's insurance copayment before or during their visit. Digital copay collection embeds a payment field directly in the intake form so patients pay online before they arrive. This eliminates front-desk payment processing and reduces outstanding balances.
Payment Link
A URL sent to a patient via SMS or email that directs them to a secure payment page to pay an outstanding balance, copay, or invoice. Payment links eliminate the need for in-office payment processing and allow patients to pay at their convenience from any device.
Intake Form
A form completed by patients before a healthcare visit to provide demographic information (name, address, phone), insurance details, medical history (conditions, medications, allergies), and consent signatures. Digital intake forms replace paper clipboards and enable pre-visit data collection via email or text message links.
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