At a Glance
When every patient with outstanding PR is contacted on the same day, your front desk can be buried in calls. Spreading statement communications evenly across the week keeps the volume manageable.How to Do It
On the Patient Statements page, open the Electronic tab’s Settings. You can check Use Recommended Settings, or configure the controls yourself:- Auto Reminder Frequency — how often a batch runs (e.g., every 7 or 14 days). We recommend contacting a patient no more than once every 14 days.
- Contact X% of patients per batch — the share of eligible patients contacted each batch.
- Break batches into daily sends — turn this on and select the weekdays (Mon–Fri) to spread the batch evenly across those days.
- Sort By — Time Since Contacted Decreasing (default; prioritizes patients contacted least recently) or Balance Decreasing (prioritizes the largest balances).
FAQ
What are the recommended settings?
What are the recommended settings?
Contacting ~50% of patients with outstanding PR, spread evenly across weekdays, no more than once every 14 days. Check Use Recommended Settings to apply this automatically.
Daily frequency isn't working — why?
Daily frequency isn't working — why?
A Daily frequency requires all weekdays to be enabled under Break batches into daily sends. Enable every weekday, or choose a different frequency.