Payment Plan Notifications

Payment Plan Notifications

Payment Plan Notifications allow communication to Guarantors regarding upcoming, processed, and failed Payment Plan payments.

Alert
You must have Balance Notifications enabled to send Payment Plan Notifications. To enable Balance Notifications/Payment Plan Notifications, contact your Account Manager.

Payment Plan Notification Templates

Payment Plan Notifications use system-delivered templates that are non-configurable.

  • After Payment Plan Notifications are activated in the Database, no additional setup is required.
  • There are three Payment Plan Notification Templates:
  • Upcoming Payment: Notifies the Guarantor that their Payment is due soon and will automatically be collected.
  • Payment Processed: Notifies the Guarantor that the Payment was processed successfully and that no further action is needed.
  • Payment Not Processed: Notifies the Guarantor that the Payment was not processed successfully. The Guarantor should contact the office for more information.

Upcoming Payment Template

Payment Processed Template

Payment Not Processed Template

Requirements for Sending Payment Plan Notifications

For Payment Plan Notifications to be sent, all of the following must be true:

  • A Payment Plan must exist and have a balance.
  • The Guarantor must be opted-in to email and/or text Balance Notifications.
  • Payment Plan Notifications respect the Guarantor's Balance Notification preferences.
  • A Sender Email or Text Origination Number must be configured for Balance Notifications.    

Learn More

Patient Outreach Overview

Opt In/Opt Out a Guarantor

Sender Email Identities


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