Watch the video below for the tutorial:
This guide will walk you through the steps to perform the patient payment request feature in Curogram App. Follow these instructions to successfully complete the process.
Go to app.curogram.com
1. Click Conversations.
On the Curogram App Dashboard, navigate to the Conversations tab.
2. Click on patient's name.
On the conversation tab,Navigate to the patient’s name, to whom you want to send a payment request, on the conversation tab. send a payment request.
3. Click the send an invoice payment request button.
In the patient's conversation, Navigate to the Send an invoice payment request button and a pop-up will be shown.
4. This pop-up will be shown.
A new invoice payment request pop-up will be displayed.
5. Fill up these boxes.
Fill up the boxes with the description and amount, and add them. Moreover, you can attach a PDF file or invoices.
6. Click the send request button.
Once everything is set, click on the send request button.
7. A message will be received by the patient.
The patient will receive a message that includes a payment link where they can make the payment.
8. This is the payment link.
A sample payment link same as shown below.
9. Payment link dialogue.
Once the payment link clicked by the patient, it will be automatically redirected to this dialogue.
10. As part of Curogram’s commitment to security and verification process, the patient’s last name and date of birth will be requested.
11. Click the verify button.
Once everything is set, click the verify button.
12. You will be redirected to this.
It will automatically redirect to the payment dialogue where the charges and attachments are listed (if there are any).
13. Once confirmed, just click the pay button.
Once confirmed, just click the pay button.
14. Fill-up with patient's credit card details.
You will be redirected to this payment gateway where the patient will be asked for their credit card details. Once everything is set, click pay and and complete button to complete payment.
That's it. You've successfully learn on how the patient payment request feature works.
