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).
- Breakdown of Statuses with Total for each Status to open and the percentage.
- Select the Total number link to view the Statements in that Status
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Manage Errors
Usually, errors need an address updated or a new email address requested.
- Once the errors are corrected and Statements are batched again (either by the Job Scheduler or On-Demand), and the Notification is successfully sent, the Guarantors error notification will be removed from the error table automatically.
Working the Errors
- On the Statements Management Dashboard, select the Manage Errors link to open the Notifications screen where All Errors can be managed.
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- Use the Filters to limit the errors to view.
- Notification Type: View a specific Type
- Status: View specific errors only.
- Statement Type: Select a Statement Profile to view.
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- Notification Actions Checkbox: For Undeliverable-Permanent you can Cancel, Archive, or Cancel and Opt Guarantor Out.
- Select one or more checkbox(es).
- Choose the Select Action button.
- Select the Action.
- Guarantor Modify icon: Opens the Add/Modify Guarantor screen where information can be modified and Notifications can be Opted In or Out.
- If information is updated, when Statements are batched again, the Guarantor Notification will be removed once the Notification is successful.
- No other action is needed.
- The Type column displays the mode of Notification.
- Phone number or email address
- Select the Batch Number to view the Statements Batch Dashboard.
- Select the Message icon to view the message that is being sent to the Patient.
- Status: Status of a Message
- Examples of Errors/Reasons not sent:
- Undeliverable - Can Retry
- Undeliverable - Permanent
- Delivery Error
- Queueing Error
- Will Not Send - Payment Made
- Status History: Select the icon to see the Notification Status History for this Guarantor.
- Archived:
- A red X means it has not been Archived
- A green check mark ✔ indicates that it has been Archived.
- Tasks: Add the Notification Error to a Worklist.
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All Notifications
- Select the All Notifications link in the Notifications panel to view All Notifications including the ones that were Delivered.
- Use the Status dropdown in the Filter Criteria panel to change to a specific Status.
- The Notifications screen defaults to the Status of All.
Error/Undeliverable Status Descriptions
Use the Select Action button to re-status one or more Notifications.
- On the Statement Management Dashboard, select All Notifications or Manage Notifications.
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- Select the checkbox(es) that you want to re-status.
- Select the Select Action button.
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- Select the Action from the dropdown.
- Select Save [F2].
- Cancel: Cancels the Notification completely.
- A Notification can only be cancelled if it is scheduled to be delivered in the future.
- Archive: Takes it off your active Notification screen but can be seen by selecting Include Archived in the Filters. (Include or Only)
- This will also cancel the notification if it meets the criteria to be cancelled.
- Resend Now: Resends the Notification immediately.
- The notification must be in one of the following statuses: Queuing Error, Canceled, Un-queued, Delivery Error, or Delivery Error Soft Bounce.
- If the Guarantor information has been updated, the Notification will be sent with the updated contact information even though the change is not reflected on the Balance Notification History screen.
- Cancel and Opt Guarantor Out: Cancels the Notification and Opts Out on the Guarantor screen.
- The Guarantor will no longer receive Notifications.
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Learn More
Notification FAQs and Troubleshooting