Web Payment Portal Customization and Branding Controls

Configure Web Payment Portal

Settings > My Practice Settings > Web Payment

Update Portal Branding

Web Payment Settings > Header Image / Logo / Slogan / Theme Color

Configure Patient Search

Web Payment Settings > Require DOB & Account Number to Search

Configure Default Landing Tab

Web Payment Settings > Open Statement Tab by Default

Update Practice Contact Information

Web Payment Settings > Phone Number / Email

Renamed Portal Background Image to Header Image, with support for uploading, previewing, removing, and saving images.
Renamed Portal Image to Logo, with the same upload, preview, removal, and persistence functionality.
Added new branding and contact fields:
- Punch Line / Slogan
- Theme Color
- Phone Number
- Email
  - Added Require DOB & Account Number to Search, allowing practices to require both fields when patients search for their records.
  - Added Open Statement Tab by Default, allowing practices to control which tab appears when patients access the portal.
  - Added a Theme Color picker with a corresponding hexadecimal color field.
  - Header Image and Logo can be configured independently.
  - Saved branding and configuration settings are reflected in the patient-facing Web Payment Portal.
  - Existing Web Payments, Total Patient Balance, and Advance Payment controls remain available.
  - Consumer Secret remains a mandatory field.
  - Existing Web Payments Link instructions and URL remain available.
  - Only authorized users can modify Web Payment settings, and configurations are maintained separately for each practice.

Navigate to Settings > My Practice Settings > Web Payment.
Upload a Header Image and Logo to customize the portal’s appearance.
Preview the uploaded images or remove them using the X option if changes are needed.
Enter the desired Punch Line / Slogan.
Select a Theme Color using the color picker or enter a valid hexadecimal color value.
Enter the practice’s Phone Number and Email, if applicable.
Configure the patient search and default landing preferences:
- Require DOB & Account Number to Search
- Open Statement Tab by Default
Review the existing Web Payment options and ensure Consumer Secret is populated.
Click Save to retain the configuration.
Once successfully saved and synchronized, the Web Payment Portal reflects the updated branding and functionality.

Benefits

Allows practices to create a more personalized and recognizable patient payment experience.
Provides centralized control over portal branding, colors, and contact information.
Gives practices flexibility in determining which patient information is required during payment searches.
Improves patient convenience by allowing the portal to open directly on the Statement tab.
Reduces reliance on technical assistance for routine portal customization.
Maintains consistent branding and payment settings across the practice’s Web Payment Portal.
Preserves existing payment functionality while introducing additional customization options.