Automated Patient Billing Reporting

Navigate Automated Reporting

• Hover over the Billing icon and click Automated Patient Billing. The Patient Statements page opens then select Reporting. The Automated Reporting displays.
  1. Date Range: Click to select the date range to generate patient statements and patient payments activity during that time frame.
     • 1w: Generates all activity within the previous 7 days and the current day.
     • 1m: Selected by default. Generates all activity within the previous month to the current day (e.g., October 03, 2025 to November 03, 2025 with November 03, 2025 being the current day).
     • 6m: Generates all activity within the previous six months to the current day (e.g., May 03, 2025 to November 03, 2025 with November 03, 2025 being the current day).
     • 1y: Generates all activity within the previous year to the current day (e.g., November 03, 2024 to November 03, 2025 with November 03, 2025 being the current day).
     • From and to: Enter a custom date range.
  2. Payment Collected via Automation:
     • AMOUNT COLLECTED: Total patient payments dollar amount.
     • PAYMENTS COLLECTED: Total number of in-office and online patient payments made.
  3. Delivery Errors:
     • SMS ERRORS: Number of statements that were not delivered successfully via text (SMS) method. Click to view details such as the patient, date sent and error.
     • EMAIL ERRORS: Number of statements that were not delivered successfully via email method. Click to view details such as the patient, date sent and error.
     • MAIL ERRORS: Number of returned mailed paper statements and statements that received errors.
       Note: For more details to address the mail errors, review the Patient Statements reports found under the Clearinghouse Reports in the Desktop Application (PM).
  4. Email, Text Message/SMS, Mail:
     • Send Rate: The percent of statements delivered during the specified time frame.
     • Sent: Number of statements delivered successfully via the indicated method.
     • Failed: Number of statements that were not delivered successfully via the indicated method.
     • See statements: Click to view the automated email, text, or paper statements activity.

Navigate SMS Errors

• Under Automated Reporting Delivery Errors, click SMS ERRORS. The SMS Errors pop-up window displays.
  Tip: To reduce text message/SMS errors, have patients verify their mobile number is correct and set expectations by reminding patients they will receive text balance reminders.
  1. Date Range: Reflects the set Date Range of the report.
  2. Columns: To sort by ascending or descending, click on the column header.
     • PATIENT: The patient the text message was sent to. To access the patient's Demographics page, click the patient name.
     • DATE SENT: The date and time the text message was sent.
     • ERROR: Text messages are not delivered for the following errors.
       • Invalid Phone Number: The mobile number reached is incorrect.
       • Landline: The number reached is a phone line that relies on physical wires to enable voice calls.
       • Not In Service: The mobile number reached is permanently or temporarily out of service.
       • Patient Opted-Out: The recipient responded to the text message with STOP to opt out of text balance reminders.
  3. Done/Download: Click Done when finished or Download to save a CSV file.

Navigate Email Errors

Depending on the email service provider, error responses may take up to 24 hours.

• Under Automated Reporting Delivery Errors, click EMAIL ERRORS. The Email Errors pop-up window displays.
  Tip: To reduce email messages errors, have patients verify their email address is correct and set expectations by reminding patients they will receive email balance reminders.
  1. Date Range: Reflects the set Date Range on the Automated Reporting page.
  2. Columns: To sort by ascending or descending, click on the column header.
     • PATIENT: The patient the email was sent to. Click the patient name to access the patient's Demographics page.
     • DATE SENT: The date and time the email was sent.
     • ERROR: Emails are not delivered for the following errors.
       • Email Blocked: The domain does not exist or the email does not meet the recipient's sender requirements.
       • Mail Box Full: The mailbox is over quota and cannot receive emails.
       • Mail Box Inactive: The email address is blacklisted (e.g., the recipient may have marked the email as spam), configured incorrectly, may not exist, or the email server is offline.
  3. Done/Download: Click Done when finished or Download to save a CSV file.