Invoices & Text-to-Pay

Medical invoicing software should help you get paid without chasing patients. PatientCopilot lets you create invoices and estimates, send a payment request by text or email, and see the transaction recorded on the patient, all from one account.

Invoices in seconds

Build an invoice from a template, add your line items and send it. Estimates work the same way, so you can quote a package or treatment before the patient commits.

• Invoice and estimate templates
• Recurring invoices for repeat charges
• Send by text or email
• Works from the mobile app, so you can bill from anywhere

Chiropractors, med spas, physical therapy clinics and other practices can use the same tools for cash-pay services, memberships, products and balances.

Text-to-pay links

Text to pay removes the extra steps. You send a link, the patient taps it on their phone and completes payment. There is no need to mail a statement or wait for a call back. Patients who ignore email often respond to a text.

Automatic payment follow-up

Unpaid balances are easier to collect when the reminder goes out on time. Use automations to send a follow-up message when an invoice is still open, so your front desk is not tracking balances by hand. Keep the tone friendly and the link easy to find.

Records tied to the patient

Every transaction is recorded on the patient. When someone calls with a billing question, your team can open the record and see what was sent and what was paid, rather than searching through separate systems. ACH debit support and accounting sync options help keep your books in step.

How it works

1. Create an invoice or estimate from a template.
2. Choose the patient and add the items or services.
3. Send it by text or email, or share a payment link.
4. The patient pays online from their phone.
5. The payment is recorded on the patient, and open invoices can trigger a reminder.

Insurance billing is separate

This page covers patient payments and invoices. Insurance claims, superbills and the patient ledger are handled in the PatientCopilot EHR and Clearinghouse features, which are separate parts of the platform. Use invoices and text-to-pay for cash-pay services, copays, products and balances you collect directly.

Payment link security depends on your payment processor and setup. Review your own policies about what you send by text, and keep patient health details out of message wording where you can.

A few habits improve collections. Send the invoice or payment link while the visit is fresh, ideally the same day. Keep the message short, name your practice, and avoid putting sensitive health details in the text itself. Offer a clear way to ask questions, such as a reply or a phone number. For recurring charges, tell the patient up front when and how much they will be billed so nothing comes as a surprise. Review open invoices weekly and follow up on anything past due with a friendly reminder. Because invoices, messages and payments live in one account, your team can see the whole story on a single patient record without switching tools.