LumaPay

With LumaPay, you can automate the copay collection process, request patient balance payments, review outstanding and complete patient transactions, and more. All payment information is gathered into one, central dashboard, making any manual check-ins that may be needed as painless as possible. Collection workflows are a hands-off, organized process, allowing staff more time to engage with in-clinic patients and relieving administration from the stress of tracking scattered payment information.

The functionality described in this document is native functionality available within Luma. Any functionality or capabilities that your organization might want or need that isn’t outlined here may be subject to a Statement of Work. For more information, refer to the Statement of Work document.

Core Functionality 

These features are on by default in your Luma account. Some of these features can optionally be configured based on your organization’s needs.

Manage Patient Transactions

If your organization’s EHR supports integration with LumaPay, then Luma can dynamically sync in all necessary patient, appointment, balance, and copay information from your EHR into your account. If your organization’s EHR doesn’t support integration with LumaPay, you can use an unintegrated version of LumaPay.  Please note that certain syncing methods, such as Secure File Transfer Protocol, may require a Statement of Work. For more information, refer to the Statement of Work document.

 

Feature	Description
LumaPay dashboard	Filter the dashboard to show transactions based on dates, amounts, billing items, and date paid.
Download a file of patient transactions	Download an Excel file of patient transactions from your LumaPay dashboard.
Audit a patient transaction	Review all patient and staff actions regarding a certain transaction. Track the movement of funds through your account and locate any errors in processing or refunding them.
Review details and download a receipt for a patient transaction	View additional details on the transaction’s amount, status, vendor, and authorization. Print a PDF copy of the transaction’s receipt to view the date, time, amount, status, and vendor information.
Refund a transaction	Initiate a refund to a patient as needed.
Send a manual payment request to a patient	Manually send a charge to a patient from the Hub or patient profile (dependent on provisioning).
Collect payments within a form	Add payment collection as a question in an intake form.
Update your organization’s LumaPay information	Maintain a copy of your organization’s legal information, public-facing information, and management or ownership information.
Upload information for unintegrated accounts	For EHRs that don’t integrate with Luma for LumaPay, utilize the Upload Center to manually upload all necessary patient, appointment, balance, and copay information from your EHR into your account.

Manage Payouts to Your Organization’s Bank Account

Feature	Description
Review payout details for your organization	Review your total balance, future payouts, and payouts currently in transit to your bank from a dedicated dashboard.
Filter your organization’s payouts to see pertinent transactions	Apply filters to review only payouts that meet certain criteria, including amount, date, status, and method.
Export a csv of payout information	Export a CSV file of your recent payouts.

Training and Documentation Materials

Feature	Description
Help Center	The Help Center is Luma’s online library for self-service support content. Users can access the Help Center directly from within their Luma account. From within the Help Center, users can submit tickets to Luma Support for additional assistance.
Luma U	Luma U is your home for Luma education. There are two learning tracks in Luma U – one for sub-account users and one for managers and administrators. Users can access Luma U directly from within their Luma account.