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
Related Articles
Statement Notifications Panel
The Notification panel is found on the Statements Management Dashboard. All Notifications: Redirects to the Balance Notification History page (unfiltered). Manage Errors: Redirects to the Balance Notification History page (filtered for Errors). ...Old PM Patient Balances: Balance Forward
Most groups have Patient balances to bring forward from their old system. The benefits of moving the balances are reducing time spent in two systems and the ability to send just one Statement to each Guarantor. The balance should be written off in ...Balance Notifications Overview
This is a Premium Add-On Feature. Balance Notifications Balance Notifications are an optional premium add-on feature that provides scheduled Patient balance notifications. These are offered as emails and SMS. As more and more responsibility (high ...Balance Notifications Setup
All setup is done in Statement Profiles using the Dunning message panel. A new Statement Profile can be created or an email cadence can be added to an existing Statement Profile. Add a Notification On the Statement Profile screen, click the Add ...Add POPS QuickPay Link to Email/Text Notification Templates
Add POPS QuickPay Link to Email/Text Notification Templates If a QuickPay message is copied from a different Database, ensure that the Group ID is changed to a valid ID for the new Database. If this step is not completed, the Notifications will not ...