Balance Notifications Workflow

Balance Notifications Workflow

Select this link for step by step guide: Balance Notifications Flow Chart

• Related Articles

• Balance Notifications Setup

  Balance Notifications Setup All setup for Balance Notifications is done in Statement Profiles using the Notifications panel. When Statement Balance Notifications have been activated (Premium Add-On), the Notifications Panel is added to the Statement ...

• 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). ...

• On-Demand Billing Notifications

  On-Demand Billing Notifications are a Premium Add-On Feature. Contact Support or your Account Manager for more information. On-Demand Billing Notifications can be sent to a Patient or Guarantor. Use Case: A Patient calls the office and wants to pay ...

• Balance Notifications Table of Contents

  Table of Contents Patient Outreach Workflow Balance Notifications Overview Balance Notifications Setup Balance Notifications Queue Balance Notification Testing On-Demand Billing Notifications POPS Overview Add POPS QuickPay Link to Email/Text ...

• Check-In/Check-Out Daily Workflow

  Workflow for the Front Desk Users Start of the Day Create a New Reference Batch. Check In Process On the Calendar, select the Patient's Appointment or Search for the Patient's Appointment. Verify the Patient's Demographics. Select Modify Demographics ...