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.
For use with NexHealth Templates and Payments
Overview
Automated payment request reminders
Set up automated payment request reminders.
1. Navigate to Templates.
This is near the top of the left sidebar. |  |
2. Click on the Payments template.
 | Scroll down - it’s near the bottom. |
3. Click the + (plus sign) button, then Add time.
This will add a sequence for a reminder that will follow the initial payment request message. Select Add time. |  |
4. Specify reminder interval.
 | Specify when you want the first reminder to be sent, (e.g. 7 days after the initial payment request), and click Save. |
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.
5. Add reminder SMS and emails.
Next, use the + (plus sign) button again, then select Send SMS and Send email to add a text and email reminder. This 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. | 
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Each message in a Template sequence can be unique! You can customize each message to include things like "This is your second reminder."
6. Repeat for subsequent reminders.
Repeat this process for as many subsequent reminders as you like (e.g. if the patient hasn’t paid after 30 days, etc.).