Payments (Rectangle Health)

We’ve partnered with Rectangle Health, a leading provider of simplified payment solutions for healthcare practices. This collaboration will revolutionize your payment capabilities, offering streamlined operations and seamless integration of point-of-sale terminals into your revenue cycle. With over 30 years of trusted experience, Rectangle Health is dedicated to delivering safe and reliable patient payment solutions.

As part of this transition, please note that WePay, our current payment provider, will discontinue its online payment operations in July 2024. This means that processing payments through WePay will no longer be available. For instructions on closing your WePay account, click here. 

Rectangle Health Features and Assets ⬇️

• Login and access the Rectangle Health Bridge to easily manage patient payments. 
  
• When integrated with Bridge, Patient Express provides an integrated, efficient system that syncs with your existing platforms to minimize waiting room time.
  
• Transaction Reports enable you to search for payments based on your specified criteria.
  
• Quickly and securely set up recurring payment plans with patients.
  
• Eliminate paper statements and get paid faster by providing 24/7 online and mobile billing options.
  
• To provide a more efficient payment process for their patients, as well as increase the likelihood they will get paid, practices can add a card on file (VAULT) to store for future payments
  
• When a practice has a patient ready to pay, they simply call in or swipe their card and Bridge takes care of the rest.
  

Enroll in Payments

1. Go to the Payments Tab and select "Enroll Rectangle Health Account":
   
2. Start the sign up process.
   If you already have a Rectangle Health account, follow the “Log in” prompt.
3. Complete Enrollment with RectangleHealth:​
   You will receive an email to verify and complete the enrollment.​
   

• Review and Sync Payments
• Refund Payments
• Run Details Reports

1. Review Payments - 
   1. Open the Payments Tab.
   2. Locate the patient whose payment you would like to view.
   3. Under "Actions," click "Review."
   4. Within the Payment Modal, review all payment information.
   5. Link PMS Patient.
   6. Click "Mark Reviewed and don't Sync" or "Sync to PMS."
      
      
2. Refund Payments - Refunds will be available for up to 60 days.  If a full refund is issued, the processing fee is also refunded.
   1. Navigate to the "Payments" Tab.
   2. Locate the patient whose payment you would like to view.
   3. Under "Actions" click "Refund."
   4. Within the Refund Modal, review all payment information.
   5. Link to PMS Patient.
   6. Enter the Refund Amount and Refund Description.
   7. Click "Refund."
      
   8. Confirm Refund by clicking "Yes" on the confirmation screen. 
      
3. Payment Reporting - 
   1. Open the "Payments" tab.
   2. Click "Detailed Payment Report."
      
      
   3. Enter all desired criteria.
   4. Click "Search."
   5. Navigate through the report and patient list as needed.
   6. Click "Download PDF" or "Export to .CSV" to save to the desktop.
      
      

1. Navigate to the Settings tab.
2. Open "Payments" within the Settings.
3. Go to the "Web Link" section.
4. Highlight and copy the URL.
   
   

Patient Experience

To be a step ahead, check out these images to see what your patients see when they make a payment!

1. Patient opens the Payment Link.
2. Fill in identifying information, including:​
   • Patient First Name
   • Patient Last Name​
   • Date of Birth​
   • Email
   • Invoice # (Invoice #-can be turned on or off by your practice)
   • Payment Notes (optional)​
   • Amount
     
     
3. Click “Next."
4. Patient enters card information.
   
5. Patients will then receive a confirmation email, indicating whether the transaction was successful.

   When a patient completes a payment through the patient portal, an on-screen confirmation will appear.