Smarter Week

How to automate it

How to automate “send statements and chase patient balances”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

30 min
typically, once a week
70%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Send balances by text with a pay link and card on file

Text statements with a pay link, card-on-file and payment plans get balances paid without printed statements and calls.

Typically saves about 55% of the time1 h to set up
  1. 1Turn on text-to-pay and online statements in your payments tool (Weave, NexHealth, Rectangle Health or your practice system's payments).
  2. 2Ask patients to store a card at check-in for the balance after insurance pays.
  3. 3Set an automatic reminder sequence at 0, 15 and 30 days.
  4. 4Call only balances that remain after the reminders.

Tools: Weave Payments · NexHealth Payments · Rectangle Health · Your practice management system (Dentrix, Eaglesoft, Open Dental, Curve, Denticon, CareStack or similar)

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Dental office manager / treatment coordinator

HourLeak · the 8-minute work audit

How many hours does this cost you?

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Other common tasks for Dental office managers / treatment coordinators