di. 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!
Important facts:
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 the PMS
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 must not have the "Do Not Recall" banner on their Patient Card
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
For more information regarding why patients do or do not appear in the Bulk Payments Request List, refer to this article!
How to Send Bulk Payment Requests
What is the Undeliverable Message List?
How to Re-Send an Undeliverable Message
Watch our short video below to see how to start sending requests!
How to Send Bulk Payment Requests
Step by Step Instructions:
Select the Payments Icon from the menu
Click on Payments Dashboard
Select Bulk Payment Request
Next, you can view all the Messages in this campaign, view Pending messages, or view messages that have been Snoozed
Check in the box at the top to select all patients
Deselect any patients you don't want to include by unchecking their box
Click the Clock icon to snooze them from this campaign
Select a Date to re-enroll the patient and the reason for snoozing
Select the Reason you are snoozing this patient
If you would like to snooze multiple patients at once, click here to learn how
Click to Send
What is the Undeliverable Messages List?
The Undeliverable Messages List acts as a safety net to catch any patients that the di. 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 This could be caused by incorrect or outdated contact information as well as there being no contact information listed in the Practice Management Software.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
Step by Step Instructions:
Access the Undeliverable Messages list in the di. Payments Dashboard
Select the right facing arrow next to the patient on this list
Here you can quick add a phone number (remember, this must be a mobile number for it to be delivered)
Click Send
Now that you have sent the message, it is important you update the patient's phone number in your Practice Management Software. Dental Intel does not save this information and is unable to update the contact information for you
When using the di. Payments Bulk Messaging feature you will want to remember to check these three things daily:
