Confirming Payment Method and Enabling Billing Notifications

Before setting up users and phone numbers, we recommend checking your billing information to ensure it is set as you would like it.

Confirm payment method

1. Go to Manage --> Companies and select your Company.
   
   
   
2. Click on the Payment Methods tab under the Billing Section:
   
   
3. If you are using one payment method only, please ensure that the correct one is listed.
   If you are using more than one card, please ensure they have the Nicknames of the location they are for.
   
   

Enabled Billing Notification

The email address that should receive invoice emails and billing reminders should be a Patient Prism user already but if they are not, please add them as a Company Administrator:
Adding Users

To manage notifications:

1. Go to Manage --> Companies and select your Company.
   
   
   
2. If needed, update the billing email on the summary page:
   
   
3. Next, go to the Notifications tab (two tabs above the Summary page):
   
4. Select the user(s) that should receive the billing notification emails and then press the Save Changes button:
   
   
   
   

The selected email addresses will now be notified when a billing event occurs.