Send Payment Requests
You can easily send a payment request to patients you have previously invoiced via Trellis – or add new patients as needed.
To send a payment request to a previously invoiced patient:
1. Click the “New Payment Request” button in the top right corner of the screen
2. Search and select the patient you would like to message
3. Adjust the amount you would like to request from the patient
4. Specify delivery method (text, email, or both)
5. Edit the wording of the message
6. Click “Send Request” in the bottom right of the screen
To send a payment request to a new patient:
1. Click the “New Payment Request” button in the top right corner of the screen
2. Click the “Add New Patient Link”.
3. Enter the patient’s name, amount you are requesting, and contact information.
4. Specify delivery method (text, email, or both)
5. Edit the wording of the message if needed.
6. Click “Send Request” in the bottom right of the screen
