Payment Plan Communication Automations

Automated payment plan communications help you keep patients informed and ensure timely payments. Setting up these messages means patients automatically receive reminders and important updates without manual follow-up.

Select Payment Reminders.

Review the list of default messages.

Turn any reminder on or off using the switch next to each message. 

The first option is for the Payment Plan Started message. 

You can set the timing to send immediately or schedule it for a specific number of days, hours, or weeks after the payment plan begins.

With the Payment Plan Updated message, this triggers when you change payment plan details (like card, total amount, or individual installment amounts). 

Next, choose the timing.

 You can choose either instantly or after a set period.

Next is the Payment Plan Reminder prior to a payment being made. 

Schedule it to go out days or weeks before the payment is due.

You can also set up notifications for when a payment is successfully processed or fails to process. 

Select the timing. 

Automating these messages saves time and helps patients stay on track with their payments. Regular updates reduce confusion and decrease missed payments. Visit your Communication Center to review and customize each reminder for optimal patient engagement.