The Patient Portal offers a secure, self-service way for patients to view, manage, and pay their active or pending payment plans. This empowers patients to stay on top of their financial responsibilities without calling the office.
As a practice, you can encourage patients to use the Patient Portal to manage their plans, saving your front office time and ensuring timely payments.
Patient Journey Overview
Here’s what patients will experience when managing payment plans through the Patient Portal:
1. Log in to the Patient Portal
Patients visit the Patient Portal login page and enter their registered email and password to sign in.
2. Navigate to “Payment Plans”
After logging in, patients:
Click on “Payment Plans” from the left-hand navigation menu
See all of their plans categorized by status:
Active
Accepted
Retrying
Delinquent
Completed
3. View Detailed Plan Information
In the Action column for each plan:
Patients click the eye icon (👁️) to open detailed plan info, including:
Total plan amount
Remaining balance
Upcoming installment schedule
Past payment history
4. Make a Payment
To submit a payment, patients:
Click the card icon (💳) in the Action column
Are redirected to a secure payment page
The next upcoming installment is pre-selected
They enter credit/debit card information and click “Pay”
5. Payment Confirmation
Once the payment is successful:
A confirmation screen appears
The patient can download a receipt directly from the portal
Key Takeaways for Practices
Patients can fully manage payment plans—view status, history, and make payments—through the Patient Portal.
Encourage patients to use this feature for quicker payments and reduced administrative follow-up.
This portal supports a better patient experience while saving time for your team.
If your practice needs help activating the Patient Portal or training patients on how to use it, please contact your PbN Customer Success Manager.