When you email a billing statement to a patient (or guarantor), do you know if they received it, read it, or even opened it? With QuickBill's Electronic Statement Submission History report, you can track the history of your emailed statements to discover just what's happened to them.
You have two options. First, you can view the report for all patients, giving you the ability to look at entire statement batches at a time and check on multiple payments at once. To access this report for all patients, from the Office Manager, click the Electronic Billing Submission History button.
Second, if you want to check up on payments from individual patients, you can access this report by family from the Family File, by clicking the Electronic Billing Submission History button.
To make the report easier to read, you can view and sort the report using the following identifying information: Submission Date, Guarantor Name, Total Billed Amount, and Mail and/or Email Status. Click each column header to sort the information as needed.
Additional Information
- To receive electronic payments, a WorldPay merchant account is required.
- Email messages sent to the guarantors are not actual billing statements. They simply inform guarantors that billing statements are ready for them to view, and they can click a link within the email message to open their statements electronically.
- Once the statements are opened, they can review, download, and even post payments to them, which speeds up the entire billing and payment process tremendously!
- For more information about QuickBill, read the Dentrix article, 5 Reasons You Should Be Sending Electronic Billing Statements.
- To read tutorials and watch videos about QuickBill Email, visit QuickBill Email Quick Start.