You can choose whether patients receive email and SMS notifications when a payment plan retry fails.
This setting gives your practice flexibility to manage how patients are notified during automatic retry attempts, without affecting retry timing or payment schedules.
How It Works
When a scheduled payment fails, the system automatically retries the charge based on your existing retry settings.
With this option, you can control whether patients are notified during those retry attempts.
If all retry attempts fail, the payment plan is marked as delinquent, and follow-up actions may be triggered based on your Payment Plan Card Failure Sequence settings.
Setting: Send Email & SMS When Retrying Failed Payment Plan Charges
If Enabled
Automatic retries continue as scheduled
Patients receive an email and SMS notification each time a retry fails
If Disabled
Automatic retries still occur
Patients do not receive notifications for failed retry attempts
Important Notes
This setting applies to all payment plans within your practice
Disabling notifications does not stop or change retry attempts
Payment plan schedules and retry timing remain unchanged
Message content cannot be customized
The setting cannot be adjusted per patient or per individual plan
How to Update the Setting
Go to Settings
Navigate to Payment Plan Settings
Locate Send email & SMS when retrying failed payment plan charges
Check the box to enable or disable this setting
Save your changes