Sometimes patients need a gentle reminder to pay for their care. You can configure NexHealth to send reminder messages to patients about unpaid payment requests you've sent them.
To add a reminder to your manual Payment requests:
1. Navigate to Templates.
2. Click on the Payments template.
3. Click the “+” button to add a sequence for a reminder that will follow the initial payment request message.
4. Select Add time.
5. Specify when you want the first reminder to be sent, (e.g. 7 days after the initial payment request), and click Save.
Notes:
This is always the amount of time since the first message, rather than since the most recent message. If you want to send reminders every week, you will need to set Time intervals at 1 week, 2 weeks, 3 weeks, etc.
For security purposes, Payment Requests expire after 90 days. Any Template actions scheduled for >90 days after the Payment Request has been issued will not occur.
6. Next, select Send SMS and Send email to add a text and email reminder, respectively, that will be sent if the patient hasn’t paid their bill after the specified time period. Edit the messaging as you would any other template.
Note: Each message in a Template sequence can be unique! You can customize each message to include things like "This is your second reminder."
7. Repeat this process for subsequent reminders, (e.g. if the patient hasn’t paid after 30 days, etc.).