Allow me to remind clients through the client portal when a new invoice is available, and remind them again after so many days if an invoice hasn't been paid.
We process 100+ invoices a month. It would be incredibly helpful if clients were automatically notified when a new invoice is posted to their portal.
Our workaround is to send a separate SM to each client instead, which takes up a lot of unnecessary time.
I would like to recommend a feature within the platform that would allow you to send batch notifications of client balances due. Something that wouldn't force you to go client by client and invoice by invoice to send one time payment links; or "client" balance due.
When there are outstanding invoices, I need a way to send a reminder to the patient advising them that their payment is past due. I know we are able to send the invoice again, but there is no way tio personalize the email or the subject line to say "payment past due" or something to alert them to pay attention to the invoice
I would love to be able to send a "payment due" reminder when a client is late on payment. Maybe the same superbill with a message attached saying: "Payment is Past due please make payment today."
It would be great is a client would receive a notification when an invoice is changed to show a client amount due. We are pushing our clients to pay their bills through the portal, but still have to manually notify them when they have a balance due.
In Open Invoices, in the Actions drop down tab, one of the options to be "email payment reminder," which send the client an email with a link that takes them straight to "pay bill" page in their client portal (after they've logged on, obviously). It would also be nice if the system remembered the number of reminders sent.
Better yet, how about notifying clients of invoices (that are sent to the portal because email is not hipaa compliant--hence the creation/use of the client portal) so that invoices do not become overdue. Can we set a default time for when invoices are overdue?
