E-statements give patients a clear, itemized view of their balance directly within a payment request. Instead of seeing only a total amount due, patients can understand exactly what they are being charged for, which helps build trust and improve payment completion rates.
Why E-Statements Are Helpful
Including an e-statement with a payment request provides several benefits:
Improves transparency – Patients can see a breakdown of procedures, dates, and charges instead of just a total balance.
Reduces confusion and questions – Patients are less likely to call the office asking what a charge is for.
Increases payment success rates – When patients understand their balance, they are more likely to complete the payment.
Creates a better patient experience – Everything they need is available in one place, without requiring a separate statement.
How Patients Access the E-Statement
Patients can view their e-statement directly from the payment request.
When accessed through a payment request:
The patient opens the payment link sent via text or email.
They will see their Total Due at the top of the page.
They can click on “View e-statement” or expand the section.
This reveals their Account Activity, including:
Date of service
Procedure codes
Descriptions
Individual charges
This allows patients to review their balance before making a payment.
When E-Statements Are Included
E-statements are automatically included in:
Manual payment requests sent by your team
Automated payment links, such as reminders or campaigns
No setup or activation is required.
Important Note
E-statements are only shown when a patient accesses a payment request.
They are not displayed if a patient:
Visits a generic payment link (such as a link on your website)
Opens a saved or standalone payment page without a request
In these cases, the patient will see only the payment screen without a detailed breakdown.