Sending an Amount Due Reminder by Email and SMS

To choose the patient profile, on the menu bar you will find a ‘Contacts’ section. Click on it. Now click on the name of the patient you wish to send an amount due email to. On patient profile page, at the top right corner click on the ‘View Billing’ tab. Click on the button that says ‘Send […]

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Finding the list of patients with due amounts

Step 1 of 2: On the menu bar you will find the ‘Reports’ section. Click on it. Step 2 of 2: To get the entire list of patients with due amounts to be paid, select the report category as ‘Amount Due’. You can now view the entire list of patients with due amounts.

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