Collaborative Health Record (CHR)

In Pathways (Virtual Visits), a patient action (process payments) can be assigned to patients to submit payments directly in Virtual Visits. This eliminates a clinic's need to save any credit card details in a patient's chart.

⚠️ Important: If you want the patient action (process payments) configured within your CHR account, contact our CHR support team.

📌 Note: Before you can collect payment during a Virtual Visit, you have to first select specific Unpaid Item(s).

From a patient chart, click Start/Open &gt; Private Billing

Under the Unpaid Items section, select items by clicking their checkmark

Click Make a Payment ​ Now you are ready to collect a payment. ​

Navigate to the virtual visits window on the left of your screen

Under Assigned patient tasks, click + Assign tasks

Select Private Payment &lt;label&gt; ​ ​ 📌 Note: The name of this label will vary from clinic to clinic. ​

Select the private bills you would like to collect payment for, and select Assign

1. From a patient chart, click Start/Open &gt; Private Billing
2. Under the Unpaid Items section, select items by clicking their checkmark
3. Click Make a Payment ​ Now you are ready to collect a payment. ​
4. Navigate to the virtual visits window on the left of your screen
5. Click the Tasks and Tags Tab
6. Under Assigned patient tasks, click + Assign tasks
7. Select Private Payment &lt;label&gt; ​ ​ 📌 Note: The name of this label will vary from clinic to clinic. ​
8. Select the private bills you would like to collect payment for, and select Assign

📌 Note: Patients receives an assigned task (under Tasks). They can make a payment without giving the clinic their credit card details. See below image.

You can see that the payment has been processed by: 

Clicking on the assigned patient task, Private Payment (Stripe),

Open the Private Billing section to see that the processed (completed) payment.

- Clicking on the assigned patient task, Private Payment (Stripe), 
 OR
- Open the Private Billing section to see that the processed (completed) payment.