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: Accessing the Payments Page

There are two ways to access the Payments page.

Option 1:

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

  1. Open the E-chart of the patient that you wish to send an invoice. Then click the Cortico logo on the bottom right to open the plug-in.Email history in Encounter EMR
  2. Now click the "Invoice" button to go directly to creating an invoice on Cortico. Email in Encounter EMR
  3. You can now fill out the invoice details, and notice the patient is already selected when accessed through the plug-in.
    New invoice in Oscar stage clinic

 

Option 2:

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

Encounter e-chart in Oscar

 

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

Medical clinic payments in Cortico software

 

2.1: Creating an invoice

New invoice with EMR plug in

 

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

Enter invoice details in EMR plug in

 

2.2: The Invoices Page

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

View invoice history with EMR plug in

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.

Invoice statuses in EMR plug in

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.

Full invoice report with EMR plug in

 

2.3: How to attach and release documents

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

Document upload in EMR plug in

 

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

Successful payment email notification using EMR plug in

 

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:

Patient notification after successful invoice receipt

 

With a copy of the invoice:

Invoice example from Cortico Health EMR plug in

 

And a link to pay it:

Link to pay invoice from Cortico Health EMR plug in

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

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

Please contact help@cortico.ca with any questions!