PatientFi

Description

4D EMR integrates with PatientFi to remove cost barriers by offering patients friendly monthly plans, so more patients can say yes to the elective procedures they want. See more at www.PatientFi.com

Collecting Payments via PatientFi

Once activated, PatientFi will be an available payment method in the 4D EMR Money window

1. Select the PatientFi payment method and click Complete Sale
2. Link the Patient's PatientFi account to 4D EMR
   1. If the Patient's 4D EMR account is not linked to a PatientFi account, 4D EMR  will prompt to enter the patient's PatientFi account number, email address, or phone number
   2. If the patient does not have an active PatientFi account, 4D EMR will prompt the practice to send an email or text invitation to the patient to establish an account
   3. Once the patient's PatientFi account is found, 4D EMR will ask for confirmation
3. Send a PatientFi Payment Request 
   1. Once the Patient's PatientFi and 4D EMR accounts are linked, 4D EMR will display options to send a payment request. Payment requests can be sent to the patient via text, email, or opened in a new Tab on the current device                       
   2. While the patient is approving the payment request, 4D EMR will display a waiting screen
   3. Leave the waiting screen open. Cancelling or navigating away from the waiting screen will cancel the payment request
4. Patient Action: Accept the Payment Request
   1. The patient will receive an email or text link to approve the transaction         
   2. The patient will log into their PatientFi account and be directed to select a payment plan and approve the transaction
5. Complete the Sale
   1. When the patient completes approval of the plan, 4D EMR will close the wait pop-up message and finalize the transaction

1. Once Enrollment is complete, log into your PatientFi account to access your token and custom patinet application link
2. In 4D EMR, navigate to Practice > Settings > Integrations and select the PatientFi tile
3. Enter the PatientFi token and URL
4. Click Enable

FAQ

Q: What happens if the patient's PatientFi Available Spend is not high enough?

A: If the patient's account credit limit is insufficient to pay for the balance due, 4D EMR will display a message indicating the available balance. Click Cancel to return to the Payment Method selection screen.

The balance due can be reduced by returning to the Money screen and modifying the items in the cart. Alternatively, additional payment methods can be added to the transaction until the PatientFi payment request amount is below the Available Spend.        

Q: How can we update the PatientFi account linked to the patient's 4D EMR account?

A: The PatientFi account number can be entered or edited directly in the patient's Profile by navigating to Patient > Profile > Details > Optional Fields