Confirming Payment Method and Enabling Billing Notifications – Patient Prism

Before setting up users and phone numbers, we recommend checking your billing information to ensure everything is configured as intended.

Confirming Your Payment Method

Follow the below steps to confirm your payment method:

Enable Billing Notifications

The email address that receives invoices and billing reminders must be an existing Patient Prism user. If not, please add them as a Company Administrator:

👉 Adding Users

Follow the below steps to update the billing notification setting:

Selected users will now receive email notifications whenever a billing event occurs.

The next article will explain how you can add other users to the Patient Prism system:

👉 Add Your Users to the Patient Prism System

Steps	Visual Representation
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.

Steps	Visual Representation
1. Go to Manage → Companies and select your company.
2. If needed, update the billing email on the Summary page.
3. Navigate to the Notifications tab (two tabs above Summary).
4. Under the Billing section, select the user(s) who should receive billing notifications, then click Save Changes.