Looking to improve collections on outstanding balances? Add up to two automatic follow up reminders to payment requests sent individually or in bulk in Engagement.
In this article, we'll review:
Payment follow up reminder rules
The first follow up reminder will be sent to patients if they have not made a payment after the set number of days after receiving the initial payment request.
The second follow up reminder will be sent to patients if they still have not made a payment after the set number of days that the first follow up reminder message was received.
Payment follow up reminders are delivered via text or email automatically, based on the preferences as they have been set in the patient card.
Important notes:
Subsequent payment follow up reminders will not be sent to patients once they make a payment via the link they received.
If a patient has already been included in a bulk payment request with future follow up reminders scheduled, they will not be included in the Accounts Receivable dashboard until the follow up reminders campaign is completed in order to prevent the patient from receiving duplicate messages.
Can payment follow up reminders be cancelled?
Payment follow up reminders are only cancelled if the patient makes a payment through the initial link they received. If a patient has received a payment request with follow ups scheduled, but they paid their balance in office, they will continue to get the follow up messages even if their balance is $0.
Can I see which patients have payment follow up reminders scheduled?
No, you cannot currently review a list of patients with payment follow up reminders scheduled.
Edit payment follow up reminders verbiage
Click on Preview to review the follow up message that your patients will receive:
Edit the verbiage for payment request follow up reminders in Engagement Settings. In the Verbiage tab, look for:
Payment request
1st payment request follow up
2nd payment request follow up
Click here to learn more about customizing verbiage in Engagement.
Add payment follow up reminders to a bulk request
Click on Payments in the left side of Engagement
Navigate to the Accounts Receivable tab
Click Bulk Actions and then Send payment request
Click the follow up checkbox to add up to two follow up reminders that will be sent to patients if a payment is not made after the initial request is sent
Set the number of days after receiving the initial payment request that the first follow up reminder should be sent to the patient
If desired, choose to add a second follow up. Set the number of days after receiving the first follow up reminder that the second follow up reminder should be sent
Click here to learn more about sending payment requests in bulk.
Add payment follow up reminders to a single request
Click on the three dot menu next to the patient's name
Hover over Payments and then click Send a Payment Request
Click the follow up checkbox to add up to two follow up reminders that will be sent to patients if a payment is not made after the initial request is sent
Set the number of days after receiving the initial payment request that the first follow up reminder should be sent to the patient
If desired, choose to add a second follow up. Set the number of days after receiving the first follow up reminder that the second follow up reminder should be sent
Click here to learn more about sending a single payment request.