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 deductibles/high co-pays) has shifted to Patients, the Patient has become one of the largest "payers" for the typical practice. Collecting from Patients is also much more expensive than collecting from Insurances Companies. Statements are more expensive than claims, and industry statistics show, on average, it takes several Patient Statements to resolve a balance.
Balance Notifications provide a much more economical tool, allowing practices to:
- Save money by bypassing rising postage costs
- Increase Patient collections
- Accelerate the Patient collection process since emails are delivered instantly and statements can take up to a week to deliver.
- Provide on-line payments with our Quickpay link for POPS.
Examples for Use Cases of Balance Notifications
- Notifications sent as part of a paperless billing process (in lieu of paper statements) for a POPS payment portal user.
- Sent in addition to paper statements as a reminder of an upcoming due date, or a due date that has just passed
- Sent as a pre-collection final notice.
- Collect credit cards on file and an agreement that the card will be used after insurance adjudication. The notification is sent as a courtesy to notify the Patient that a payment on their card will be processed.
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). ...Statements/Invoices Overview
Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Setup for Invoice Billing System Settings for Invoices ...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 ...Voice Notifications Setup
This is a Premium Add-On. Voice Messages can be used as Patient Appointment, Balance and Payment Reminders. The Voice Messages are created in Statement Profiles in the Notifications panel. Set Up a Voice Message Open the Statement Profile where you ...POPS Overview
POPS Overview Patient Online Payments and Scheduling (POPS) and QuickPay This is a Premium Add-on Feature. Contact Sales for more information. POPS is a Payment Portal providing full integration into the System for real-time balance viewing and ...