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!
Snooze a Patient from the Bulk Payment Request List
Access your Payments dashboard
Click into the Bulk Payment Request List
Click the Snooze icon (alarm clock) next to the needed patient
Select a Calendar Date for the patient snooze to end
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.
Click Snooze
How to "Bulk" Snooze Multiple Patients
Access your Payments dashboard
Click into the Bulk Payment Request List
Select the check box next to each patient that you would like to snooze
Select the Actions button in the top right hand corner
Click Snooze from List
Remove a Patient from the Snoozed List
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
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