Bill Details

After authenticating any bill link sent via email/SMS, using the Bill Code Login, or clicking the View Bill button in the Bill Center, the patient is shown the Bill Details screen. Bill Details has all the details for the bill including the status, due date, total amount due, guarantor name, provider, and services performed. The provider's logo is displayed in the top left, and their name/address/contact information on the right, so that the patient knows where the services were performed and they have contact info for billing questions. The patient can make a payment by clicking Pay Now button.

Figure 12 - Bill Details on Desktop

Figure 13 - Bill Details on Mobile

NOTE: If the organization does not want to display the “Your bill is past due by x days” label beneath the bill status, this can be suppressed with a configuration change. In Admin Configuration, toggle the Display Bill Due Date in Patient Portal setting under the organization’s Patient Experience tab.

Summary of Services

The Summary of Services section outlines each visit and total charges. This section segments visits with $0 balance from those with a balance in separate sections. The sections are sorted in reverse chronological order with the most recent visits first. In the blue header for each visit, we display the visit date and visit location (if provided). The visit details list the patient’s name, provider (if provided), insurance company (if provided), amount billed for the visit, any payments / adjustments, and a total due for the bill. The user can press the View Charge Details button for more details on the charges including the names of services performed, insurance payments/adjustment, and patient payments applied to the bill.

Figure 15 - Summary of Services

Charge Details

The Charge Details screen shows a listing of services, charges, patient payments, and insurance payments/adjustments for a given visit. The Patient Payments column displays any transactions whose transaction type indicates it they are patient payments. The Insurance Payments/Adj column displays any transactions that are not patient payments. Both columns only show when they have a value.

The View EOB link provides a PDF summary of Explanation of Benefits should the practice choose to display this via configuration. The PDF loads in a separate browser tab. 

Figure 16 - Charge Details

Bill Summary

The Bill Summary section provides a quick summary of the amount billed, any payments/adjustments and the total amount due. A Pay Now button is provided for convenience. The Statement Message displays an optional statement message provided in the statement file with any special instructions for the patient.

Figure 17 - Bill Summary

Payment History

The Payment History section provides a listing of payments made against the current bill including payment plan installments/scheduled payments. The Payment Method column indicates whether it was Credit/Debit (including card type and last four digits) or ACH (bank account). The Status column indicates whether the transaction was Approved or Declined. Scheduled transactions display an info icon with a tooltip of the date the payment is scheduled.

Figure 18 - Payment History