The Payment Request TouchPoint™ is currently in beta testing and is part of the Engagement module. In order to start collecting patient payments, you'll need to have Dental Intelligence Payments as part of your subscription. If you are interested in learning more, CLICK HERE to request a demo!
Set up automated payment request messages based on when the patient received their last payment request, the dollar amount due, number of open claims, and AR aging balance. Once configured and enabled, the Payment Request TouchPoint™ will send automated reminder messages to patients that meet your criteria with a link that allows them to pay their outstanding balance online.
Review the Payment Request TouchPoint™ Message Verbiage
Before you enable the automated Payment Request TouchPoint™, review the message content.
Click on the Settings gear in the upper right corner
Click on the Verbiage tab
In the Payments section, click on the Payment Request dropdown to display all available messages in text and email format
To edit a particular message version verbiage, click on the pencil icon
Add the desired content and placeholders, then click Save
Set Up the Payment Request TouchPoint™
In the left side menu of Dental Intelligence, click on Follow Ups. Then click on TouchPoints
Click on the green Other tile, then click on the Add TouchPoint button and choose Payment Request
Next, add the following criteria/rules:
Last payment request sent: Choose the measure of time since the patient last received a payment request message (never, last week, last month, last quarter, over 1 week ago, over 2 weeks ago, over 4 weeks ago)
Amount due: Set the minimum and/or maximum amount due
Number of open claims (optional): Set the minimum and/or maximum number of open claims
AR aging (optional): Choose to include patients with balances between 0-30 days, 31-60 days, 61-90 days, or 90+ days overdue
Choose the preferred delivery channel (text or email)
Choose to send up to 2 additional follow up messages if the patient does not make a payment after receiving the initial payment request TouchPoint message
Choose to include a simple or detailed statement along with your message
Once you've set your automation preferences, scroll down to preview the message content
When finished, click Add
Now that the TouchPoint is configured based on your preferences, click on the toggle to activate your automated patient request messages
Once activated, the TouchPoint toggle will turn green and the status will show as Active. Automated payment request messages will now be sent to your patients
That’s it! Your payment request messages are now automated and will begin being sent right away. Patients will receive timely reminders to pay their outstanding balance without all of the manual legwork.
Disable or Delete Payment Request Automation
To disable the Payment Request TouchPoint™, click on the green toggle to turn it off. The status will show as inactive and the toggle will be greyed out. Once deactivated, automated payment request messages will no longer be sent to patients.
Note: You can still send manual payment requests to patients with the Payment Request TouchPoint™ disabled.
To completely delete your Payment Request message automation, click on the 3-dot menu next to Payment Request and choose Delete.
Please note: Once your automation has been deleted, you will need to re-add the TouchPoint and all of your preferences if you would like to begin sending automated messages to patients once again.