By default all patients receive their bills via text message and email. However some patients prefer to do things the old fashioned way. In these cases, here’s how to send a 1-off paper statement by mail.
$1 per statement sent unless explicitly stated otherwise in your contract. 1. Navigate to the Patient’s Profile
If you aren’t already there, head over to the main page of a patient’s account. If you’re unsure how to do this, check out our guide: How to Find a Patient’s Profile.
2. Click the ‘Pay Balance’ Button
- Under the ‘Charges’ sub-tab of the patient profile (which should be the tab you land on), find the bright blue ‘Pay Balance’ button and click it.
- Note: this button will be disabled if the patient does not currently have a balance.
3. Select ‘Paper Statement’ in the Payment Window
- Clicking pay balance will open the payment window.
- Find the option “Request Payment via Paper Statement” and select it.
4. Click ‘Confirm’ to Send the Statement
- At the bottom of the window click ‘Confirm’ to initialize the statement. A statement will automatically be generated and mailed within 24 hours.
Alternate Address
If the patient would like statements sent to a different address than the one listed on their profile, simply navigate to the patient’s profile, open the Actions menu, and click ‘Edit.’ Then, enter the new address or PO Box that will receive statements.
.png?table=block&id=998075bb-792f-440d-93f2-b86a3057d3ce&cache=v2)
And You’re All Set!
This patient will receive a paper statement by mail within 3-5 business days, depending on the processing time of USPS in their region.
Frequently Asked Questions
Can I see what’s on the paper statement?
Yes! To see the paper statement your patient will receive, click the ‘Download Mail Statement’ button at the top of your patient’s profile. This is the exact document they will receive by mail
Powered by