Not using square payments yet? check out this link.

With the Post-Appointment Payments feature, staff can...

• Send a bill to a patient so the clinic can receive payment promptly

• Automatically release files after the fee has been paid

• See what bills are paid and unpaid to ensure collection

• Send a payment reminder

• Filter unpaid invoices to block patients with outstanding balances from booking

The sections are as follows:

• 1.1: How to access the Payments page

• 2.1: Creating an invoice

• 2.2: The invoices page

• 2.3: How to attach and release forms

• 3.1: Patient view

1.1: Accessing the Payments Page

There are two ways to access the Payments page.

Option 1 (Accuro):

Access the Plug-in from your EMR, which will also auto-fill the patient's info in the invoice. 

1. Open the CDS Link on the patient that you wish to send an invoice. Now click the "Invoice" button to go directly to creating an invoice on Cortico.

2. You can now fill out the invoice details, and notice the patient is already selected when accessed through the plug-in

Option 2:

Access the payments page through the drop-down menu on the left sidebar of your Cortico Dashboard:

Alternatively, you can simply add /payments to the end of your Cortico URL. For example clinicname.cortico.ca/payments.

2.1: Creating an invoice

To create an invoice, click the + button on the top right-hand corner of the invoices page and fill out the following information:

2.2: The Invoices Page

Contains records of all invoices sent. You can also send a new invoice from this page.

Features on this page include:

• Search invoices (by date issued, status, or demographic #)

• Invoice information such as provider, description, date issued, due date, paid date, $ amount, and status

• Actions button: Complete, Void, Resend, view More Details

Default statuses shown are Overdue, Pending, and Paid.

Action Button

The 'Actions' outlined in the previous paragraph are accessible by clicking the white box with three blue buttons on the far right of an invoice (see picture below).

By selecting "More Details", a full report of the invoice is shown.

2.3: How to attach and release documents

You can attach a document to the invoices you create in Cortico. 

Once a patient pays their fee, they're sent an email that includes their document i.e. their sick note!

You can view what the process would be like in this screen recording below:

3.1: Patient view

When a patient is sent an invoice, they receive this email:

With a copy of the invoice:

And a link to pay it:

Once their payment is made, they get another confirmation email including their receipt and a link to the attached document if used.

If the invoice hasn't been paid yet: Patients will also receive a reminder that their invoice is due the day before the due date.

For information on how to set up payments using square, see this link.

Please contact help@cortico.ca with any questions!