Request a Payment
Request a payment from your patients via text or email for them to pay online, or collect a payment in person or over the phone through one easy interface.
We recommend using Text to Pay, it’s the fastest and easiest way for your team and your patient!
To Request a Payment:
In the top navigation menu, select Quick Text
Select the Payment Request icon
Enter the Patient Name, Phone Number, and Email.
If your EHR is integrated with your Adit platform, you can select an existing patient from the dropdown menu.Enter the amount of the payment.
Click the Next button.
Select your desired payment method:
For Text To Pay
Select Text to Pay as the payment method
Edit the message text, if desired.
If you would like to attach an invoice or statement to the message, click Choose File and upload the attachment.
Click the Send button
The patient will then receive a text to pay their balance online.
For In-Office Payment
Select In-Office Payment as the payment method
Wait for the terminal to connect.
Confirm the amount to collect.
Insert or swipe the patient’s card on the terminal and follow the terminal prompts to complete the payment.
For Manual Card Entry
Select Manual Payment as the payment method
Enter the credit card information and email
Click Process to run the payment
The patient will receive a receipt to their email
For Cash/Check Payments (Offline Payment)
Select Offline Payment is the payment method
Select if the patient has paid by cash or check.
Enter any notes or comments in the Remarks field.
If a discount or gift card is used, you can click + Add Discount / Gift Card Amount and enter the amount to be deducted by that discount or gift card.
Click Confirm
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