Tuesday, February 23, 2021

Understanding QuickBill Email Statuses

 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.

The Email Status column is perhaps the most useful, letting you see the status of each email so you can know what has happened to your emailed statement leading up to its delivery to the guarantor. For example, a status of Failed could mean that you have an incorrect email address for the recipient and should confirm it with the patient the next time they are in the office. 

Once the email has actually been sent to the patient by QuickBill, there are additional statuses to keep you informed about what the guarantor did with your emailed statement. For example, if you can see the status of Email Opened but don’t see a corresponding payment made on a patient’s Ledger, you may need to contact the patient further to ensure payment is made.

For a list of possible statuses, read the information and view the video for Electronic Statement Submission History.

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.

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