Balance Notifications Workflow

Balance Notifications Workflow

Balance Notifications Workflow


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    • 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 ...
    • Patient Outreach Overview

      Patient Outreach Hub Patient Outreach serves as a hub that provides access to Appointment Reminders, Recall Reminders, and Balance Notifications. (Scheduling > Patient Outreach button) Appointment Reminders (Premium Add-On) Set up and manage SMS, ...
    • Balance Notifications Queue

      Notification Queue Upload Notifications When Statements/Balance Notifications are uploaded, the Notifications are loaded into the Notification Queue. At this point, they are scheduled to run. Notifications that will be sent can be found in several ...
    • 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 Profile screen, and a ...
    • Patient Outreach Workflow

      Appointment Reminders, Recall Reminders, and Balance Notifications Select this link, Patient Outreach Interactive Flow Chart, to open an Interactive Flow Chart to guide you through each step.