Text Balance Reminders
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Patient Portal and Kareo Patient Collect (KPC) powered by Tebra or powered by Stripe activated practices have the option to send Email Balance Reminders and/or Text Balance Reminders to accelerate patient collections and drive online payments. Text Balance Reminders can be sent to patients who have a valid mobile phone number on file. After balance reminders are sent, review the Patient Statements Delivery Report as part of the monthly closing activities.
Note: This feature is not available for accounts with Instamed activated. To enable text balance reminders, contact our Support Team for assistance.
Send Text Balance ReminderText Balance Reminders are sent to patients within an hour so it is important to only send them during normal business hours (ideally between 8:00 AM and 3:00 PM). In compliance with relevant consumer laws, this method is not available before 8:00 AM and after 9:00 PM for all time zones.
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Patient Experience
Patients receive the text message on their mobile device within an hour of the Text Balance Reminders being sent so they can securely make a payment or access the Patient Portal and view the details of their statement.
Patients can reply to the text message:
- With STOP to opt out of receiving Text Balance Reminders and START or UNSTOP to the same message to opt into receiving them again. If the patient did not save the message, they can provide another mobile number or opt into receiving Email Balance Reminders.
- With other inquires but will receive the following system message: Sorry, we don’t recognize this response. Please reach out to your health services provider with any questions. This message is not customizable and these types of patient responses are not tracked.
Make a Payment
Once submitted, the payment shows as an unapplied payment under the Online tab of the Find Payment window. |
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Create Account and View Statement
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