Sending a Patient a Transaction

To initiate and finalize funding for a patient’s services, you must first issue a transaction request for them to accept.

How to Send a Transaction

There are two ways to initiate a request in the portal:

1. Via Patient Search: Locate the patient's existing account in your portal and select the option to issue a transaction. (Note: This may not be available if the patient originally applied through a different provider.)

2. The Universal Option: Click "+ New Transaction" in the left-hand panel. Search for the patient using their contact information and input the desired transaction amount.

Finalizing the Request

Once you send the request, the patient must take action:

• Patient Acceptance: The patient must log in to their account to review and accept the transaction terms.

• Funding Status: The transaction status in your portal will update automatically once the patient has successfully accepted the request.