On-Demand Billing Notifications

On-Demand Billing Notifications

AlertOn-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 their bill, but the office does not want to collect credit card info over the phone. 
  • The office can select the "Send Billing Notification" link on the Patient or Guarantor Dashboard and walk the Patient through the payment process in real time.
  • On-Demand Billing Notifications will not increase the Guarantor's Dunning Count.
  • On-Demand Notifications display in the Statement/Notification History panel on the Guarantor Dashboard.


Send and On-Demand Billing Notification

  1. From the Patient or Guarantor Dashboard, select Send Billing Notification.
  • Patient Dashboard > Balance Panel

  • Guarantor Dashboard > Statement/Notification History


Send Criteria

  1. Guarantor: The selected Guarantor will determine the Balance.
  • Guarantors that have never had a Batched Statement will not appear in the list.
  1. Send To: The selected Send To contact will determine the Send Criteria.
  • Entities without contact information will not appear in the list.
  1. If the Phone Number or Email is incorrect, select the Modify icon (optional).


Text Editor

  1. If an existing Template exists, select it from the dropdown.
  • To create a new Template, select Manage in the dropdown.
  1. Edit the message in the Text Editor, or enter text that is not associated with the Template.
  2. Select Send Now [F2].


On-Demand Billing Notifications Cannot be Sent

  • If the Patient's POPS Balance is $0.00, a Billing Notification can be sent but a Payment cannot be made.
  • If none of the Patients or Guarantors have had a Batched Statement, an On-Demand Notification cannot be sent.

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