As you are sending Analytics Payments Bulk Payment Requests to your patients, you will be able to Snooze patients that you want to momentarily remove from the Bulk Payment Request list. This way you can remove patients who might have existing claims or other circumstances and designate a date for them to reappear in the list!

Refer to the following steps to learn more!


How to Snooze a Patient from the Bulk Payment Request List

Step by Step Instructions:

  1. Access your Payments dashboard

  2. Click into the Bulk Payment Request List

  3. Click the Snooze icon (alarm clock) next to the needed patient

  4. Select a Calendar Date for the patient snooze to end

  5. Add a Reason for Snoozing. Reasons for snoozing are pre-set and cannot be changed. You can select the reason from the following options:

    • Claim has not been started

    • Claim needs to be resubmitted

    • Adjustment needs to be made before sending amount

    • Personal arrangements made between practice and guarantor

    • Patient has an HSA card that won't be loaded for a certain amount of time

    • Appealing a claim

    • Other. If you select this option, add a note describing why you are snoozing the patient for your own record.

  6. Click Snooze


How to "Bulk" Snooze Multiple Patients

Step by Step Instructions:

  1. Access your Payments dashboard

  2. Click into the Bulk Payment Request List

  3. Select the check box next to each patient that you would like to snooze

  4. Select the Actions button in the top right hand corner

  5. Click Snooze from List


How Can I Remove a Patient from the Snoozed List

Step by Step Instructions:

  1. Go to the Bulk Payment Request list

  2. At the top right, you can click Snoozed to see all patients that have been snoozed

  3. If you would like to put them back on the Payments to Request list, click the X on the far right


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

Did this answer your question?