Overview
In this article, you'll learn how to process patient and family payments step by step using KasperPay.
Flexible Payment Amount Selection
When initiating a payment, you’ll be prompted to choose from:
Patient Balance – Collect only the balance for the selected patient.
Family Balance – Collect the combined balance for all family members.
Custom Amount – Enter any amount manually.
This gives you full control over what you charge at checkout.
How Payments Are Allocated
Based on your selection, KasperPay will smartly allocate the payment:
Patient Balance → Applied to the patient’s outstanding procedures.
Family Balance → Distributed across all applicable family procedures.
Custom Amount → If not linked to any procedures, it will be saved as a prepayment for future use.
Payment Links & Emails
When you send a payment request or KasperPay link, the email and link page will include:
A list of procedures that the payment is being applied to
Total amount requested
A clean, modern interface for patients
This improves transparency and helps reduce questions or confusion from patients.
Best Practices
Always confirm whether you’re collecting on an individual or family balance.
Use custom amounts if patients want to pay in advance or make partial payments.
Check the “Linked Procedures” section before sending a payment link to ensure clarity.
Need Help?
If you have questions or would like to walk through the update with our support team, don’t hesitate to reach out via chat or email. We're here to help!