Patient Billing

In the Patient Billing window, you can send communications to patients who have an outstanding balance.

List patients who have an outstanding balance and: — Select this option if you want to display patients who match one of the following criteria:

Are due to be sent the 1st bill — Displays a list of patients with an outstanding debt who have not been sent the 1st bill.
Have been sent the 1st bill — Displays a list of patients who have been sent the 1st bill, but still have an outstanding balance.
Have been sent the 1st reminder — Displays a list of patients who have been sent the 1st reminder, but still have an outstanding balance.
Have been sent the 2nd reminder — Displays a list of patients who have been sent the 2nd reminder, but still have an outstanding balance.
Have been sent the final reminder — Displays a list of patients who have been sent the final reminder, but still have an outstanding balance.
Treatment Provider — Select the treatment provider from the drop-down list to include only patients assigned to that treatment provider, or select ALL USERS to include patients for all treatment providers.
Clinic — For multi-clinic sites, select the clinic from the drop-down list to include only patients assigned to that clinic, or select All Clinics to include all patients.
Include patients with open courses of treatment — Select this option to include patients with an open course of treatment and an outstanding balance.

List letters printed in the past — Select this option if you want to reprint previously generated letters.

Print Date — Click the ellipsis button to open the Select a Date window and navigate to the required date.
Type of letter to list — Select the letter to reprint.

The type of communication generated depends on the patient's preferred communication type and the templates that are available.