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      Send a Payment Request/ Payment Request Feature

      Watch the video below for the tutorial:

      00:00: This guide provides a step by step walkthrough on sending payment request to the patient. 00:05: On the Curogram App Dashboard, navigate to the Conversations tab. 00:10: Click the "New Message" icon. 00:13: Navigate to "Chat with a Patient" 00:16: Enter the patient's name you want to send the payment request or invoice to. 00:20: Click the patient's name conversation . 00:23: Click the message icon. 00:26: Click on the wallet icon. 00:29: Choose the "Charge Description" option 00:32: Enter the add amount and click the add button. 00:35: You may add pdf file related to this payment request. Once done, click on the send request button.

       

      This guide provides a step by step walkthrough on sending payment request to the patient.

      Go to app.curogram.com

      1. Click "Conversations"

      On the Curogram App Dashboard, navigate to the Conversations tab.

      Click 'Conversations'2. Click the "New Message" icon.

      Click the "New Message" icon.

      Click the 'New Message' icon.3. Click "Chat with a Patient" button.

      Navigate to "Chat with a Patient"

      Click 'Chat with a Patient' button.4. Type the patient's name.

      Enter the patient's name you want to send the payment request or invoice to.

      Type the patient's name.5. Click the patient's name conversation .

      Click the patient's name conversation .

      Click the patient's name conversation .6. Click this message icon.

      Click the message icon.

      Click this message icon.7. Click on this icon.

      Click on the wallet icon.

      Click on this icon.8. Enter the description name.

      Choose the "Charge Description" option

      Enter the description name.9. Enter the add amount here.

      Enter the add amount and click the add button.

      Enter the add amount here.10. Once done, click on the "Send Request" button.

      You may add pdf file related to this payment request. Once done, click on the send request button.

      Once done, click on the 'Send Request' button.11. The patient will receive a message notification with a payment link.

      Once sent, the patient will receive a message notification with a payment link attach.

      The patient will receive a message notification with a payment link.12. It will then prompt an authentication process of patient's information when clicked.

      Once payment link is clicked, an authentication prompt will appear confirming patient's information such as Last name and Birthdate before proceeding to the payment gateway.

      It will then prompt an authentication process of patient's information when clicked.13. Once verified, it will then show the amount due or balance they owe.

      Once verified, it will then show the amount due or balance they owe. If the patient wishes to pay right away, all they have to do is just click pay.

      Once verified, it will then show the amount due or balance they owe.14. Input all credit card information.

      Next, patient should input their credit card information. The patient should review the payment details and confirms the transaction. Once everything is set, click on submit.

      Input all credit card information.15. Click on next to confirm patient's credit card details.

      Another prompt will appear confirming their card. The patient should click "Next." Lastly, there will be a confirmation once the payment has been successfully processed.
      Click on next to confirm patient's credit card details.