By default all patients receive their bills via text message and email automatically. However some patients don’t want to wait, or they have a lot of emails and want a fresh email at the top of their inbox so they can keep track of it. For these times, here’s how to send a 1-off email statement.
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 ‘Email Statement’ in the Payment Window
- Clicking pay balance will open the payment window.
- Find the option ‘Request Payment via Email’ 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 emailed within 10 minutes.
And You’re All Set!
This patient will receive a email statement within 15 minutes, depending on the processing speed of their email provider. The email provides several methods to pay ranging from mobile-friendly QR codes to good old fashioned mail-it-in checks, so there’s something for everyone.
Frequently Asked Questions
Can I see what’s on the email statement?
Yes! To see the 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 attached to their email.
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