The Communication Page allows you to view all messages sent to patients or accounts, providing a clear history of email and SMS communication. This feature is especially valuable for reviewing auto collection messages and verifying the balances requested at the time of outreach.
How to Review Sent Messages
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Access the Communication Page:
- Navigate to the Communication section of the platform to view a complete list of sent messages.
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Locate a Specific Message:
- Use the filters (e.g., by communication type, message source, or date range) to narrow down the message you want to review.
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Click on the Message:
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Select a specific message to open its details. The platform will display:
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The template used for the email or SMS.
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The balance amount that was requested at the time of the message.
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The recipient's contact details (email or phone number).
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Why This Feature is Important
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Verify Communication Accuracy:
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Ensure that the messages sent to patients contain the correct balance and details.
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Confirm the timing and content of auto collection messages.
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Enhance Patient Support:
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When a patient inquires about a message or payment request, you can quickly pull up the exact communication they received.
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Use this information to provide accurate and transparent responses.
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Track Auto Collection Progress:
- Review messages sent as part of auto collection efforts to monitor the process and confirm that balances match your records.
Best Practices for Using the Communication Page
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Regularly Review Messages:
- Check sent messages to ensure consistency and accuracy, especially for auto collection communications.
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Keep Patient Details Updated:
- Ensure that recipient contact information is accurate to avoid delivery issues for email or SMS.
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Utilize Filters:
- Use the filtering options to quickly locate specific messages or message types, saving time during reviews.
FAQs
What should I do if the balance on the message is incorrect?
Verify the account details and correct the balance in your records. Future messages will reflect the updated amount.
Can I resend a message from this page?
Currently, the Communication Page is designed for review purposes. To resend a message, navigate to the account or patient profile and initiate a new communication.
Can I edit a message template?
Message templates can be customized from the Settings section. Changes to templates will apply to future messages.
The Communication Page is a powerful tool for ensuring transparency and accuracy in your patient communication. For further assistance or questions, contact our support team via live chat or your account manager.