Manage Billing Messaging Stages

Steps

1. Open Billing and go to your Messaging Stages.

2. Review the stage sequence (for example: courtesy → collections).

3. For a patient/account, confirm the current stage.

4. Move the patient to the next stage when needed based on:
• Missed payments
• Patient responses/promises
• Partial payments
• Resolved balances

5. Save any stage changes and monitor the next scheduled message.

What Happens Next

• Stage determines what message a patient receives next and when.

• As payments or responses come in, patients may automatically advance (depending on your automation rules).

You’ll Know It Worked When

• The patient/account shows the expected stage.

• The next message sent matches the stage template.

Common Issues

• Patient is in the wrong stage: verify recent payments/responses and correct the stage.

• Messages are too aggressive/too early: adjust stage timing and automation schedules.

• Patient paid but still getting messages: confirm the balance sync timing and re-check the patient balance before the next send.