Send e-Statements via Email & SMS

There is the option to send statements and bill pay links to patients via email and SMS.

Configure bill pay via email & SMS

The send statements via email and SMS options are configured in Billing Utility.

Click on Utilities

billing-utility.png

Click on Preferences then Company Preferences.

Navigate to Always send statements and click on the drop-down to open the available options that includes Email. Select the Email & SMS options.

Click around the drop-down area to close the drop-down.

Click on the Save button.

View the Saved Successfully confirmation message.

Send e-statements via email & SMS

The send statement to patients via email and SMS options are completed in the Statements screen.

Click on the Send button drop-down.

 

The dropdown opens the available Send options.

Select the Email and/or SMS option and the statements to be sent via email and/or SMS to selected patients.

Click on the Send button.

Statements will be sent only to patients whose patient profiles indicate that they would prefer to receive them via SMS or email. You will receive an error message is communication preferences have not been added to the patient profile. 

 

Sent email & SMS templates

A sample of a statement sent to a patient via email.

Email-Message.jpeg

A sample of a statement sent to a patient via SMS.

You have a balance at Croydon Path Practice. Click here to make a payment: https://rxnt.com/patientbillpay/?

QR-Code in Statements

A QR Code (Quick Response code) feature is integrated into patient statements for quick access to the patient account for online payments.

Scan QR Code

Patients can scan the QR code using the built-in camera app on their smartphones to access their accounts and make payments.

 

 

Still need help? Contact us!

Have a great idea? Tell us about it!

Was this article helpful?
0 out of 0 found this helpful