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.
- 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 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.
- Create a Test Charge. See Enter a New Charge (Encounter) Manually for more information.
- 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)
