Bulk Message Payment Request To Multiple Patients

In this article, you'll learn how to send bulk message payment requests to multiple patients using the new reporting feature.

Begin by navigating to your reports and selecting Aging.

Then select By Patient Details.

Note: Payment requests via text, email, or mailed statements will be sent to all patients listed in this report. Use the filters at the top of the dashboard or within the table columns to narrow down the patient list before sending payment requests. You cannot select patients individually at this time.

You can filter by patient name, if the patient is fully invoiced, days since last payment request, or if there are outstanding claims.

You can also utilize the filters on each of the columns. You will click the 3-dot menu in the column header and select filter.

For example, if you want to send requests to patients with a specific balance amount. Select the three dots next to that column and filter. For instance, choose patients with balances between $1 and $500 and apply the filter.

After filtering the list, click Request Payment.

Select your statement date range.

Choose your communication channel. You can send the request to the patient's preferred communication method, SMS, email, or both.

You also have the option to mail.

Note: Using the Mail statement option incurs an additional charge for each statement mailed.

After selecting your option, start editing your message for SMS. Remember to use the forward slash key ( / ) to enter any variables.

If you're sending via email, select Email.

Then click Copy SMS Content.

Once you've completed the SMS and email options, click Send.

You will receive a pop-up confirming the number of patients you are sending this communication to.

Click Send again.

Well done! You've successfully sent bulk message payment requests to your patients.