Get Started with Patient Portal Payments

Your patients and families can pay their bills on their mobile device, using PCC’s patient portal (My Kid’s Chart). Once your practice has signed up and enabled account balances and portal payments, you will collect money faster and have fewer bounced checks.

Read the sections below to learn about how portal payments will work for your families, prerequisites for your practice and how to sign up, ideas for how to encourage families to use the new feature, and how your practice can review and work with payments made through the portal.

What Will Families See?

Once your practice has enabled portal payments, families with linked billing accounts will be able to see any charges that include an outstanding personal balance.

Portal users will see charges for all patients associated with their portal account, whether the patient is privacy-enabled or not. However, for privacy-enabled patients they will only see the date and charge – not the provider, location, or procedure name.

They will also see a “Make a Payment” button beneath their personal balance information.

If the family has used the mobile payment option previously, they will also see a “Last Payment” listed above the button. Only the most recent portal payment will be shown.

If the user has not previously saved credit card information, then when they press the “Make a Payment” button, the portal will prompt them to enter their basic credit card information, billing address, and e-mail address.

If the family chooses to save the new credit card, it will default to their “preferred” card for future use.

After the payment is made, the portal user will see the result of the transaction. The date and time of payment will appear, and whether the payment was successful or not.

The balance in the patient portal will be adjusted as soon as the payment is posted.

The BluePay service will send receipts to the email address that the portal user entered on the payment screen. Your practice can opt to receive copies of each receipt email.

Families Can Store Multiple Credit Cards

Portal users with more than one credit card stored will choose one card to be the “preferred” card. When a portal user makes a payment, their preferred card will be selected by default.

The user can select a different card for the current payment by clicking the drop-down and choosing another stored card.

Card Data is Secure: Credit card data is never stored on your PCC server, but is managed by our PCI-compliant partner, BluePay.

Families Can Manage Their Stored Cards

The patient portal includes a “Payment Methods” setting, where portal users can add a new card or edit their stored cards outside of the payment screen.

Portals users can select a card to make edits. They can update the expiration date or change their preferred card. If a user no longer wants the card to be stored, they can remove the card.

Expired cards will appear in red.

Configuration Prerequisites

Before PCC can add the “Make a Payment” option to your practice’s patient portal (My Kid’s Chart), you need to make sure the following configuration and startup procedures are in place.

Does Your Practice Use the Patient Portal?

First, your practice must be using the patient portal, My Kid’s Chart, and signing up your patients and families. For more information about the portal (My Kid’s Chart), check out our patient portal resources on

Consider Cost and Workflow Impact to Your Practice

Contact Payment Pros with any fee-related questions about accepting payments through your patient portal. Talk to your staff, talk to PCC, and decide if portal payments is affordable and makes sense for your practice’s needs.

Link Billing Accounts to Portal Users

Next, your practice must make sure that the Personal Balance feature is enabled in the patient portal. This it turned on by default, but may be changed in the Configuration tab of the Patient Portal Manager.

In addition, your practice must assign billing accounts to portal users. Only portal users with associated billing accounts will be able to see the “Make Payment” button in the portal.

For more information on this feature of the portal, review the My Kid’s Chart User Account Administration article.

Here are some recommendations for getting portal users hooked up to accounts:

  • PCC Can Help: PCC can perform a one-time batch migration that will join all portal users with a single billing account that corresponds to the patient(s) in their portal, if a 1:1 direct relationship is available. Talk to your Client Advocate about this option.

  • Manual Assignment: For more complicated situations, when there is more than one billing account associated with the patient(s) in a user’s portal, your office will need to decide which billing account to link to their portal. This is a simple process, but will take some time, depending on how many portal users you have with this scenario.

  • Add Billing Account Assignment to Your Check-In Workflow: Review the Patient Portal Users component during Patient Check-In to see if a family uses the patient portal, and to see if a billing account for personal balances is assigned for the user. You can click “Manage Portal User” if you need to add one.

Care Centers and Portal Payments

If your practice uses care centers, please note that portal payments will be available for all care centers if the feature is turned on. It is not possible for some care centers to implement portal payments and not others.

Sign Up with Payment Pros

When you are ready to add mobile payments to your patient portal, follow the procedure below.

Contact Your Client Advocate

Let your Client Advocate know when your practice is ready to start receiving mobile payments through your patient portal.

Review the Prerequisites Above

If you haven’t already done so, read the section above, Configuration Prerequisites.

Fill Out an Application

A PCC interoperability team member will contact you, and will send you an electronic copy of the Payment Pros Merchant Application.

You will need to enter demographic, business, and tax information.

You will also be required to provide a canceled check from the checking account where you want payments to be directed.

Log In to the BluePay Gateway

A representative from Payment Pros will send you an email verifying that you have been registered.

The email will include your new account name, username, and password, which you can use to log in to the BluePay Gateway.

Set a Go-Live Date

PCC will coordinate a go-live date between your practice and BluePay. On the go-live date, portal users will see the “Make Payment” button in your patient portal, and you will be able to accept mobile payments.

Payment Pros Procedure Flyer: PCC and Payment Pros have worked together to make this process simple. Payment Pros has produced a flyer which explains the process.

Tell Families They Can Pay in the Portal

Your families will be more likely to pay their bills in the portal if you let them know about this option. How can you educate families about this new service and drive them to your portal to make payments?

Here are some suggestions for how to encourage families to use your new portal payment feature:

  • Add a Note to Your Paper Bills: Add a note with your patient portal’s URL address to your paper bills, letting your families know they can save a stamp or a phone call and pay their bill online, 24/7.

  • Post Flyers in Your Office: Print new flyers advertising the new portal feature (and reminding families to use your portal) and post them in conspicuous places around your office, such as in the waiting room, in exam rooms, and at your checkout desk.

  • Splash it on Your Website: Add a link to your portal from your practice’s website. Add a colorful banner with a note encouraging families to check out your portal and its new convenient payment option.

  • Post on Social Media: Use your Facebook or Twitter account to announce that families can now pay their bill through your patient portal.

  • Talk It Up: Sometime the most effective marketing is word of mouth. Educate your staff about how portal payments work, and make sure they are passing on the knowledge to families when they come in for visits.

  • Phone Hold System: Add a message to the “on hold” feature of your phone system, informing families that they can save time by getting forms, reviewing appointment information and paying their bills through the patient portal. This may be particularly effective if you have a separate billing phone number.

Working with Payments Made Through the Patient Portal

You have a choice when posting payments, either to have PCC EHR automatically post portal payments, or to manually post payments yourself, using BluePay reporting tools and the Payment Posting Program (pam) in Partner.

Option 1: Auto-Post Payments Made Through the Patient Portal

Practices can choose to have payments that are made through the patient portal automatically posted into Partner.

When a payment is auto-posted, PCC will apply it toward the portal user’s associated Billing Account, from oldest to newest charges. If an over-payment is made, the account will receive a credit.

PCC billing reports, as well as the balance that families see in the portal, will be automatically updated to show that the payment has posted.

Working with Portal Payments in PCC: On PCC reports, such as proving out reports, auto-posted portal payments will appear with the username “portalpmt” and location “portal”.

Configure Auto-Posting Portal Payments

If your practice wants to enable auto-posting for payments through your patient portal, use the Configuration tab in the Patient Portal Manager.

Check the box for “Automatically Post Portal Payments”, and select a payment type for each type of card displayed. The payment type you select will be the one that is displayed in reports.

These fields are all required. If you do not have an appropriate payment type, you can add one in the Payment Types table in Partner, or contact your CA.

Option 2: Review Payments from Your Portal Users and Manually Post Payments

The BluePay service will send receipts to the email address that the portal user entered on the payment screen. Your practice can opt to receive copies of each receipt email.

Your practice also has the ability to log in to the BluePay Gateway and view and download an activity log, which shows all portal payment activity for a date range.

To access your activity log through the portal, follow the steps below.

Log In to the BluePay Gateway

Go to the BluePay Gateway and enter your account name, username, and password.

Open the Transaction List Screen from the Menu

Open the menu and select PROCESSING, followed by Transactions, and then Trans. List.

Download a CSV Export File

Select the CSV Export option and download a report of this activity log. Make sure that you choose to include column headers in your report.

The downloaded spreadsheet will include a “Custom ID” field, which displays the portal user’s associated PCC Account ID#. This number will be helpful for you to have when posting payments into Partner.

Reconcile Payments with Deposits, and Post Payments in the Payment Posting Program (pam)

Once you have the payment record in hand, you can compare it with your payment deposits from BluePay, and post appropriate payments in the Partner billing system. You can use the PCC account number to quickly jump to the correct account and apply the payment to outstanding charges.

To learn more about posting personal payments and adjustments, read the Post Personal Payments article.

Need More Help?: For additional questions about working with the BluePay Gateway, please contact our portal payment partner, Payment Pros, at (866) 773-3390 or

  • Last modified: April 6, 2020