Building Trust - Patient Portal
Encourage patients to sign up and provide payment + insurance information. That’s really all they need to do, and SuperPay benefits will kick in - they don’t need to come back to the portal again.
Convincing people to give us their credit card / bank information - obviously folks will drop off when they reach a payment stage, and SuperPay won’t work unless patients tell us how we can charge them for their visits.
Also, ensuring folks enter their insurance information correctly. Claim filing doesn’t work (and results in lots of customer success headaches) when even a silly thing like the street address is incorrect
People are not going to enter their credit card if they don't feel compelled to, don't know what they'll be charged for, or don't trust the product!
The section title is "How would you like to pay [patient name] to feel more relatable (rather than simply "Payment"), we provided transparency about the payment process and what is free vs. fee, and displayed additional information in an FAQ modal
Our ideal user would create their account, add their payment info and insurance card, and never have to open SuperPay again. Our users don’t want more overhead, the whole reason they join SuperPay is so that they have 1 less thing to worry about (claim-filing). So, we kept the Patient portal lightweight and only showed information you needed to know, with access to detailed information if requested.
