Balance Notification Testing
Test Notifications Before Go-Live
It is important to test the email and notification process before Go-Live.
Create a New Test Statement Profile
Description: TEST. See Statement Profiles.
Add a Notification. Follow the instructions for Balance Notifications Setup.
Send: The email should be set up to be sent that day at a time later than current time. This gives you a chance to preview the email.
Create/Use a Test Patient
To create a new Test Patient, see Add a New Patient for help.
Set the Guarantor email to an email you can access (For Instance: Use your own email address.)
On the Guarantor choose Opt-In for “Paperless” and “Email”
Set the Guarantor to Self-pay.
Select the Test Statement Profile for Statements on the Patient and Encounter.
Create a Test Charge
Create a Test Reference Batch.
Create a Test Charge. See Enter a New Charge (Encounter) Manually for more information.
Choose Self Pay as the Insurance.
Choose Test for Statement.
Create an On-Demand Statement Batch
On the Statements Management Dashboard, select Create On-Demand Batch.
Use the Lookup icon to search for the Guarantor or enter the Guarantor ID.
Select Create Batch [F2].
Select the new Statement Batch number.
Select Upload Notifications. (Support function)
Learn More
Notification FAQs and Troubleshooting
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