Updated: 03/31/2021
Views: 1218
Patient Portal and Patient Payments enabled customers have the option to send secure Email Balance Reminders to accelerate patient collections and drive online payments. After balance reminders are sent, review the Patient Statements Delivery Report as part of the monthly closing activities.
|
 |
Email Balance Reminders can be sent to patients who have a valid email address on file and one of the following:
- In the Platform, Email has been enabled under Patient Communications.
- In the Desktop Application (PM), the patient is opted into receiving email notifications within the patient record.
Note: This feature is not available for accounts with Instamed activated. To enable email balance reminders, contact our Support Team for assistance.
|
Send Email Balance Reminder
- After preparing patient statements, click Send Statements at the bottom of the Find Claim window. The Send Patient Statements - Select Criteria window opens.
- To navigate from the Practice Home window, click Encounters on the top menu bar > Send Patient Statements.
|
 |
- Enter the appropriate criteria to filter patients.
Note: The criteria auto-populates with the Default Batch Options set in the Patient Statement Options.
- Click to select the Statement Delivery method "Email".
- Click SHOW PATIENTS. The Send Patient Statements - Confirm Patient List window opens.
|
 |
- Review the patient list and information.
Note: To view the email address the reminder will be sent to, click on the patient's name to open the Patient record and select the General tab. Close the window to return to the patient list.
- If applicable, click to clear the checkbox on the left of the patient's name to exclude the patient from receiving a statement.
- Click Send Patient Statements. A confirmation pop-up appears.
- Click Yes to confirm. The Email Balance Reminder is sent and the Patient Statements Sent window opens.
|
 |
- Make the appropriate selection to mark the patient statements as sent:
- "Yes" is selected by default and updates the patient claims status to Pending patient.
- Click to select "No" if the patient claims status should remain as Ready to send statements.
- Click Finish.
|
 |
Patient Experience
Patients receive the email within an hour of the Email Balance Reminders being sent so they can securely make a payment or access the Patient Portal and view the details of their statement.