NexHealth Support

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How do I automate payment reminders?

  1. Select Templates.
  2. Scroll to the Payments template.
  3. Click the “+” button to set up reminders that will follow the initial payment request messages.
  4. Select Add time.
  5. Specify when you want the first reminder to be sent, e.g. 7 days after the initial payment request.
  6. Select Send SMS and Send email to add a text and email reminder, respectively, that will get sent if the patient hasn’t paid their bill after the specified time period. 
  7. Repeat this process for subsequent reminders, e.g. if the patient hasn’t paid after 30 days.