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Analytics Payments: Why Does a Patient Show Up on the Bulk Payment Request List?
Analytics Payments: Why Does a Patient Show Up on the Bulk Payment Request List?

This article will discuss the criteria a patient must match in order to appear in your Analytic's Payments bulk payment request list.

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

This article is about our Payments Solution through our Analytics Module. If you are looking for information regarding our Payments Solution the Engagement Module click here.

There are a number of parameters a patient must meet to appear on the Payments to Request list in Payments. This article will help you determine which patients should or should not appear on the list.

Patient Parameters

Patients will only appear on the Payments to Request list according to the parameters that you have selected in the Payments settings. You can access this by hovering over your initials in the bottom left hand corner, select Settings, then click into Payments. From the Payment Settings, scroll down and click on Collecting a Payment at the bottom.

Here you can see what the AR balance and minimum balance settings are. You can set the Patient’s Portion of Estimated AR to either be Current (less than 30 days) or Over 30 days. You can adjust the Minimum Balance to be either $15, $25, $50, $100, $150, $200, or $250. And you are also able to include or exclude patients based on the number of Outstanding Insurance Claims they have.

Dental Intelligence will put patients on the Payments to Request list based off of these 3 parameters!

Patient Still Isn't Showing Up

If a patient still isn’t showing up, it could be because of one or more of the following reasons:

  • The patient has previously been sent a single payment request

  • The patient is on a payment plan in the PMS

    • To see if a patient is on a payment plan, check the PMS

  • The patient is not the guarantor

    • To see if a patient is the guarantor, look up their patient card in Dental Intelligence. If they are the guarantor, there will be a green circle with a G in it attached to their initials’ circle. To view which family member is the guarantor, you can click on the “Family” tab, to see all members of the family

  • The patient is currently snoozed in Payments

    • If a patient is snoozed, this means that a user clicked the snooze button. The snooze button is the one that looks like an alarm clock

      Go to the Bulk Payment Request list:

      At the top right, you can click Snoozed to see all patients that have been snoozed. If you would like to put them back on the Payments to Request list, click the X on the far right

  • The patient is already in an active Analytics Payments campaign.

    • You can check to see if a patient is in a current DI payments campaign by checking the Payments Requested list on the Payments dashboard

      Patients that are still in an active campaign will have three dots next to their name under the Actions column. If you click on these dots, you can then select Remove from campaign. Patients will not reappear on the list until after they have completed or been removed from their campaign and completed another visit

  • The patient has had another Analytics Payments campaign since the time of their most recent visit

    • To check and see if a patient has recently had a Payments campaign, you can check their Activity on their patient card. Payments messages will be green and say Payments Requested

Additional Resources

Keywords: di. payments, di.payments, DI Payments, di payments

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