Notifications & Alerts

Sahand Moussavi Updated by Sahand Moussavi

Notifications & Alerts

How To Set Up Notifications and Alerts in PayConnect

Overview of Notifications

This guide explains how to set up notifications and alerts in PayConnect so you are automatically informed when specific actions occur in your office. Notifications help ensure transparency, accountability, and awareness- especially for refunds, payment activity, and patient communications.

PayConnect allows users to receive email and/or text alerts for nearly all-important activities.

Log in to PayConnect

1. Sign in to your PayConnect account.

Navigate to Notifications Settings

1. Go to the Notifications or Alerts section

Step 2: Enter Contact Information

  1. Enter the email address where you want alerts delivered.
  2. Enter the mobile phone number if you want to receive text (SMS) alerts.
  3. Confirm the information is correct before enabling alerts.

Enable Internal (Office) Alerts

Internal alerts notify staff or leadership when actions happen in the office.

  1. Review the list of available alert types.
  2. Toggle alerts ON for the events you want to monitor.
  3. Click Save

Enable Patient Alerts

Patient alerts notify patients, not internal staff, when certain events occur.

  1. Locate the Patient Alerts section.
  2. Enable alerts such as:
    • Payment plan approved
    • Payment plan declined
  4. Confirm the alert timing and delivery method.
  5. Click Save

By setting up notifications correctly, you stay informed, in control, and confident about everything happening in your office.

How did we do?

How to setup Payment Plans

Video: How to Process a Refund

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