Balance Notification Testing

Balance Notification Testing

Test Notifications Before Go-Live
It is important to test the email and notification process before going live.

Create a New Test Statement Profile

The Time Cadence on the Statement Profile must be set to On Statement Date for test Notifications to be sent.

  • 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 or 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, such as your own email address.

  • In the Guarantor panel:
  • Set the Patient is Guarantor to Yes
  • Choose Opted-In for “Paperless” and “Email”

  • In the Default Insurance Profile, set the Policy Holder to No Insurance/Self Pay for Primary Insurance.

  • Select the Test Statement Profile.

Create a Test Charge

  • Create a Test Reference Batch.

  • Choose Self Pay as the Insurance.
  • Choose Test Statement Profile for Statement.
  • Complete all Mandatory fields.

  • Select Save [F2].

  • Close the Test Reference Batch.

Test Balance Notification Email (Coming Soon in Release 4.10)

Go to the Patient Dashboard of the Test Patient that you created.

  • Select the Send Balance Notification link in the Guarantor panel.

  • Send To: Defaulted from the Patient selected.
  • Delivery Preference: Select Email if not defaulted.
  • Email: Defaults from the Patient Demographics.
  • Select the Balance Notification Email to send.
  • Subject: Enter a Subject, such as Test.
  • The Message will auto-populated from the Notification that was chosen above.
  • Select Send Now[F2].

Instead of using Send Balance Notification on the Patient Dashboard, you can create an On-Demand Statement.

Create an On-Demand Statement Batch

  • On the Statements Management Dashboard, select the Create On-Demand Batch button.

  • Use the Lookup icon to search for the Guarantor of the Charge created above.
  • Select Create Batch [F2].

  • Select the new Statement Batch number.
  • Select Upload Notifications. (Support function)


Learn More

Notification FAQs and Troubleshooting

Statement/Invoice Profiles Setup

Add/Register a New Patient

Enter a New Charge (Encounter) Manually

On-Demand Billing Notifications

Balance Notifications Overview

Balance Notifications Setup

Balance Notifications Queue


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