Payments - Settings

Settings Setup for Payments

Before you begin processing payments, it is essential to configure your settings in the Payments section. Here’s a detailed guide on what you will find under the Settings tab:

Default Payment Notes

• One-time Payment Request: This is the default note for patients you are requesting to make a one-time custom payment.
• Account Balance Request (Patients with Insurance): This is the default note for patients with insurance to pay their outstanding balance after all claims have been processed.
• Account Balance Request (Patients without Insurance): This is the default note for patients without insurance to pay their outstanding balance.

Payment Sync Settings

• Automatic Sync: Enable this option to automatically sync patient payments to their ledger in the Practice Management System (PMS) when the patient’s name and Date of Birth (DOB) match.
• Provider Selection: Choose the provider who will post payments for larger offices.
• Payment Type: Select or create a new payment type for these transactions to make online payments easily identifiable in the patient ledger.

Payment Follow-Up Sequence

• Customization: Automatically or manually add patients to a follow-up sequence for payment requests. This sequence includes multiple follow-ups with specific intervals between each follow-up.
• Notification: Patients added to the follow-up sequence will be notified via email and/or text message.

Click here for an in-depth look at the payment follow-up sequence.

Payment Automation Settings

• Automation Criteria: Automatically add patients to the payment follow-up sequence if they meet the criteria specified in this panel.
• Balance Range: Set the minimum and maximum balance for which automation should apply.
• Interaction Timeframe: Specify the timeframe for the last interaction with the patient or their guarantor.
• Insurance Claims: Option to exclude patients with pending insurance claims until all claims are resolved.
• Age Filter: Define the minimum and maximum age for patients eligible to receive payment links.
• Account Exclusions: Exclude certain account types from the automation process.
• Discount Criteria: Set up criteria for offering discounts to patients who pay their balance in full.

Click here for an in-depth look at the payment automation settings.

Payment Snooze Reasons

• Snooze Types: Apply "snoozes" to defer follow-up communications for patients needing more time to pay. Reasons include pending insurance claims, agreement to pay directly, waiting for HSA cards, and more.
• Adding New Snoozes: Click on "Add New," enter the snooze reason and the desired duration in days, and click "Create" to implement the snooze.

Testing Actions for a Particular Date

• Scheduled Actions: Utilize this section to test and schedule actions for a specific date, such as sending out payment reminders or follow-up communications. Select a date, create the necessary actions, and ensure everything functions as intended before going live.

By ensuring these settings are correctly configured, you streamline the payment process and enhance the efficiency of managing patient payments and follow-ups.