Using Eyefinity PatientNavigator Online Payment


This feature is an add-on solution and requires setup by Eyefinity and may include additional cost. For information on how to get started, see our website.

This topic walks you through the patient experience of using Eyefinity PatientNavigator to make a payment online. Online payments require the patient to pay the entire balance.

Your patient clicks your existing Order Status link and the Order Status lookup page displays. They then follow the steps below:

  1. From the Order Status search page, select the Search by Order # tab.

  2. Enter the Order Number.

  3. Enter the patient Phone Number. This phone number must match the primary phone number entered in the patient record in Encompass.

  4. Click Search, the order displays.

  5. Click Pay Balance. The Verification Code screen displays using information pulled from the patient’s demographics and communication preferences in Encompass.

  6. Select how to receive the verification code. The patient can choose from text, voice call to their primary phone number or email (this must match the email address on the patient record). The patient’s Communication Methods for Product Pickup (text, call, email) in Encompass must be selected for them to receive the code.

  7. Click Send Code. The verification code is sent via the method selected.

  8. Enter the verification code. There is a time limit for entering the code. The system processes the verification and the payment screen displays.

  9. Enter your card information and click Pay. The payment is processed and the Payment Receipt displays. The patient can print the receipt or click Back to Order to return to the Order Status page.

Your patient uses the Paybill URL you provided (for example, with the patient statement) to go to the Order Status lookup page. The Paybill URL should only be used for collecting unpaid patient insurance balances after claims processing is complete and the balance is transferred back to the patient.

  1. From the Search by Order # tab, enter the Order Number.

  2. Enter the patient Phone Number. This phone number must match the primary phone number entered in the patient record in Encompass.

  3. Click Search, the order displays. The balance that displays includes the patient responsibility after insurance claim processing.

  4. Click Pay Balance. The Verification Code screen displays using information pulled from the patient’s demographics and communication preferences in Encompass.

  5. Select how to receive the verification code. The patient can choose from text, voice call to their primary phone number or email (this must match the email address on the patient record). The patient’s Communication Methods for Product Pickup (text, call, email) in Eyefinity Practice Managment must be selected for them to receive the code.

  6. Click Send Code. The verification code is sent via the method selected.

  7. Enter the Verification Code. There is a time limit for entering the code. The system processes the verification and the payment screen displays.

  8. Enter your card information and click Pay. The payment is processed and the Payment Receipt displays. The patient can print the receipt or click Back to Order to return to the Order Status page.