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
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The Time Cadence on the Statement Profile must be set to On Statement Date for test Notifications to be sent.
Create/Use a Test Patient
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 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)
![](https://support.openpracticesolutions.com/galleryDocuments/edbsn1bfc5a7938f37c4c107476aa75c54e6c89b02b3536f69c5ce7aae6e17ab9a6a395d3f719c8a4d3c7736d83649decf2b6?inline=true)
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