1. Dunning Flows
Within your clinic's Finance settings, you have the option to configure a Dunning Flow in the form of reminder emails.
2. How it works
Visit your clinic settings, and navigate to "Dunning" under the Finance heading of the left-hand menu.
Configure your three reminder emails. Set the number of days after an invoice is due that the reminder is sent, along with the contents of the message.
Indicate the number of days after which the balance is considered delinquent.
Patients will automatically receive this information in an email branded with your clinic's letterhead, once the indicated time period after the invoice due date arrives.
Note: You can always manually trigger a reminder email by navigating to the relevant invoice, clicking "Options," and clicking "Send Reminder." This will send a reminder email to the patient including an online payment link.