The new dashboard experience for Solv Pay is now live!

Log into Solv Manage via manage.solvhealth.com/login and enter your username and password.

On the landing page, click on ‘Payments’.

you will see a new blue banner to access the beta dashboard on your “Payments” page in Manage.

If you click on that banner, you should arrive at the following page:

The “Overview” tab lets you see your high level payment volume and health through Solv. You can filter this page by date range and locations.

The section at the bottom displays revenue delivered to you via some of our more advanced collection features, so you can evaluate for yourself if you’re getting the ROI you’d like via Solv Pay.

The “Bills” page shows all bills/payments that run through your clinic. This includes both point of sale payments and post-visit invoices.

You can further filter what payments you're seeing with the “More filters” button

If you find that there’s too much information on the screen, you can hide any given column with the “Columns” button. Your preferences on which columns are visible will persist over time on each computer you use, for convenience

You can click on “Details” for any given row to see in depth information about each bill.

From this page you can see both what SMS reminders have been sent in the past, as well as what reminders are scheduled in the future and when an automatic collection is scheduled if one exists.

If you have an existing invoice you would like to enroll in a reminder sequence, you can use the “Enroll” button at the top of the page:

The current reminder schedule is roughly based on this framework, with adjustments made for dynamic reminders and copy based on patient interactions.

For any bill where a payment has been made, you can see details about this payment at the bottom of the Invoice page, including the Card brand and last 4, whether Apple or Google Pay were used, and how the payment was collected.

From the “Actions” tab here you can issue full or partial refunds, or view the payment directly in your Stripe account:

The exports tab is a simple page which allows you to export a bulk CSV of Solv Payment records over a period of time for easier reconciliation into your EMR or practice management system.

The current export contains the following fields:

The imports tab is where you will begin any bulk patient responsibility import into Solv Pay. On this tab, you can also see past imports, their details and status, and how long they took.

The bulk import system is designed to take a bulk file of patient responsibilities or balances from your system and import it into Solv, matching your patient balances to bookings in Solv whenever possible.

First, from the “Imports” page, click on “New import.” This will put you on a simplified upload form where you can pick the location you will be uploading bills to, as well as the due date to set on all of the imported invoices (set as days from today).

Clicking “Next” will launch you into our guided file importer. This importer accepts both CSV and Excel files natively.

You can click “Download Excel Template” if you’d like to see the data that is required.

Ensure that the file you are uploading only has data for a single location/queue.

Upload your file, and you should see a preview of the data you are importing:

The next page will guide you through mapping the columns in your data to the fields that Solv needs to process this import. Please reach out if you have any trouble with this step.

Once you’ve mapped the columns successfully, you will see a preview of the data to import with any errors annotated.

The import tool can fix many common errors, including formatting of dates, phone numbers, and currency amounts. The “Fix All” button will automatically fix any formatting issues it can identify.

With basic formatting issues fixed, you may still have some rows with invalid data. (The sheet in this screenshot was designed to have lots of invalid data, but in reality you will likely see far fewer rows with issues).

You have a few options to clean up the rest of this data here:

1. Edit the data directly in the uploader. You can click on any cell inside of the uploader, or find invalid data in the right panel and then

edit it until it is a valid format.

2. Download an excel file with just the invalid rows. The “Export” button at the top right will give you an excel file of just the error rows,

with all issues annotated within excel, so you can fix the data and upload it at another date.

3. Upload only the valid data. If you click “Import” while there is still invalid data, the uploader will inform you that it’s going to only upload

the valid rows.

Finally, you can click the import button. This will send the data to Solv and begin the matching process.

You’ll be taken back to the Imports overview page and see that a new import has been queued:

Shortly, it should enter a “Processing” status automatically and you can see in real-time as it uploads the bills. You can close this tab at any time. The import will continue successfully and you can always come back and see this data later.

Within a minute or two, the import should be complete. You can click the “Details” button to see any information about what was uploaded:

You can browse the invoices created by this import on this page, and track their status individually, if you’d like.

At the bottom of the page, we will highlight any record we were unable to import and why. Currently, you will have to use the data here to upload those invoices manually. This most commonly occurs right now when there is more than one booking on Solv which could match the uploaded data.

You can open the “See all imported data” toggle to view the original data that was being uploaded.

The V2 dashboard does not yet support uploading individual invoices manually. To do this, you will need to return to the V1 dashboard via the banner on the top of the page and send the one-off invoice as you have previously done.