Money owed and reminders to pay

Where to find it

Reports → Money owed, for the owner, reception and admin.

Everything owed to you

The first table puts patients and funders side by side, by how long ago each bill was issued: 0–30, 31–60, 61–90 and over 90 days, with the total owed to the clinic. Press Funders to see each funder's invoices and statements.

Patients who owe

Each patient with an unpaid bill, biggest debt first, with how many bills and the date of the oldest. Open their name for their record.

Sending a reminder

Press Send a reminder. They get an email, and a text if they've agreed to texts, saying how much they owe with a Pay now link to their oldest unpaid bill. A child's reminder goes to the parent or guardian on their account. A patient can be reminded once a day at most, and the table shows when they were last reminded. Each message is listed on their record like any other.

Changing the wording

Settings → Messages → Reminder to pay (and Reminder to pay text). You can use the patient's first name, the amount owed, the date of their oldest bill, your clinic's name and phone number, and the link. Texts must keep the opt-out line.