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Analytics Payments: Sending Bulk Payment Requests

This article will include the steps to send payment requests in bulk within the Analytics module

Written by Jolynn Marcum
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.

Dental Intelligence Analytics will give not only give you a customized list of patients to send payment requests to each day. This gives you a seamless way to AUTOMATE PAYMENTS!

When using the Analytics Payments Bulk Messaging feature you will want to remember to check these three things daily:

Bulk Payment Request Conditions

In order for a patient to be eligible for a bulk payment request the following conditions must be met, or else they will not appear on the bulk messaging list:

  • The patient cannot be on a payment plan in your Practice Management Software

  • The patient must owe more than the minimum payment in your Payments Settings

  • The patient's balance must be in the correct aging category defined in your Payment Settings

  • The patient must be a guarantor (children's balances will be sent to the guarantor)

  • The patient must not currently be "Snoozed" in Payments

  • The patient cannot already be in an active Payments campaign

  • The patient cannot have had another Payments campaign since the time of their most recent visit

  • Once a patient has been sent a single payment request, they will not be included in the bulk payment request list.

  • Bulk payment requests are sent out at the time that they are submitted unless the sender's time zone falls within the quiet hours of the recipients time zone.

For more information regarding why patients do or do not appear in the

Bulk Payments Request List, refer to this article!

How to Send a Bulk Payment Request

  1. Select the Payments Icon from the menu

  2. Click on Payments Dashboard

  3. Select Bulk Payment Request

  4. Next, you can view all the Messages in this campaign, view Pending messages, or view messages that have been Snoozed

  5. You can review your the Bulk Payment Request Settings if desired by clicking the button if desired. If you'd like to learn more about Bulk Payment Request Settings click here.

  6. Check in the box at the top to select all patients

  7. Deselect any patients you don't want to include by unchecking their box

  8. Click the Clock icon to snooze them from this campaign

    1. Select a Date to re-enroll the patient

    2. Select the Reason you are snoozing this patient

  9. If you would like to snooze multiple patients at once, click here to learn how

  10. Click to Send

Note about the patient experience: The patient must input their date of birth as MM/YYYY (not MM/DD/YY) when opening payment request links

Note about claims: During the bulk payment campaign initiated by DI Payments, any claims that are submitted after the campaign starts will not be detected. This implies that if a patient is part of the bulk payment campaign and a claim is submitted a few days later for any new balances related to that patient, the outstanding balance will be adjusted to show the updated amount. The campaign will proceed considering the updated balance.

Undeliverable Messages

What is the Undeliverable Messages List?

The Undeliverable Messages List acts as a safety net to catch any patients that the Analytics Payments request was not delivered to. This could be caused by incorrect or outdated contact information as well as there being no contact information listed in the Practice Management Software. If this occurs, refer to the following steps.

How to Re-Send an Undeliverable Message

  1. Access the Undeliverable Messages list in the Analytics Payments Dashboard

  2. Select the right facing arrow next to the patient on this list

  3. Here you can quick add a phone number (remember, this must be a mobile number for it to be delivered)

  4. Click Send

  5. Now that you have sent the message, it is important you update the patient's phone number in your Practice Management Software. Dental Intelligence does not save this information and is unable to update the contact information for you

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