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Tebra Help Center

Text Balance Reminders

Updated: 09/28/2023|Views: 7279

Patient Portal and Tebra Payments or Patient Collect (Stripe) activated practices have the option to send Email Balance Reminders and/or Text Balance Reminders to accelerate patient collections and drive online payments. Text Balance Reminders can be sent to patients who have a valid mobile phone number on file. After balance reminders are sent, review the Patient Statements Delivery Report as part of the monthly closing activities.

Note: This feature is not available for accounts with Instamed activated. To enable Text Balance Reminders, contact Customer Care for assistance.

Send Text Balance Reminder

Text Balance Reminders are sent to patients within an hour so it is important to only send them during normal business hours (ideally between 8:00 AM and 3:00 PM). In compliance with relevant consumer laws, the text method is not available before 8:00 AM and after 9:00 PM for all time zones.
Note: Text Balance Reminders are not sent to patients that have opted out. 

  1. After preparing patient statements, click Send Statements at the bottom of the Find Claim window. The Send Patient Statements - Select Criteria window opens. 
    • To navigate from the Practice Home window, click Encounters > Send Patient Statements.
Desktop_FindClaim_SendStatements.png
  1. Filter Patients: Enter the appropriate criteria to filter the patients. 
    Note: The criteria auto-populates with the Default Batch Options set in the Patient Statement Options.
    • Automated Patient Billing enabled customers: To exclude all patients scheduled to receive automated statements, click to select "Exclude patients on Automated Patient Billing".
    • To exclude patients with payment cards on file, click to select "Exclude patients with card on file".
  2. Statement Delivery: Click to select the "Text" method.
    Note: In compliance with relevant consumer laws and to also reduce patient opt-outs, this method is not available before 8:00 AM and after 9:00 PM for all time zones.
    • To view a sample text message, click Preview
      Note: The text message includes the Practice Name unless a Custom Practice Name was entered in the Patient Statement Options. If a Custom Practice Name was entered, it cannot exceed 50 characters in order for the text to be sent. The recommended length is not to exceed 30 characters. 
  3. Click SHOW PATIENTS. The Send Patient Statements - Confirm Patient List window opens. 
Desktop_SendPatientStatements_SelectCriteria_Text.png
  1. Review the patient list and information. 
    • If applicable, click to clear the checkbox on the left of the patient ID number to exclude the patient from receiving a statement.
    • To view the mobile phone number on file, click the patient name to open the Patient record then select the General tab. Close the window to return to the patient list.
  2. Click Send Patient Statements. A confirmation pop-up appears. 
  3. Click Yes to confirm. The Text Balance Reminders are sent and the Patient Statements Sent window opens.
Desktop_SendPatientStatements_ConfirmPatList.png
  1. Make the appropriate selection to mark the patient statements as sent.
    • "Yes": Selected by default and updates the status of the claim(s) to Pending patient
    • "No": Click to select "No" if the status of the claim(s) should remain as Ready to send statements.
  2. Click Finish

Desktop_SendPatientStatements_Finish.png

Patient Experience

Patients receive the text message on their mobile device within an hour of the Text Balance Reminders being sent so they can securely make a payment or access the Patient Portal and view the details of their statement.

Patients can reply to the text message:

  • With STOP to opt out of receiving Text Balance Reminders and START or UNSTOP to the same message to opt into receiving them again. If the patient did not save the message, they can provide another mobile number or opt into receiving Email Balance Reminders.
  • With other inquires but will receive the following system message: Sorry, we don’t recognize this response. Please reach out to your health services provider with any questions. This message is not customizable and these types of patient responses are not tracked. 

Make a Payment

  1. The patient taps the link provided in the text message. The Make a Payment screen opens.
  2. The patient taps to select the payment amount to pay. 
    Note: The patient can tap I want to see my statement before I pay to access the Patient Portal and view their statement first.
    • "Pay full Amount": To pay the total amount owed.
    • "Pay other amount": To enter a different payment amount.
  3. The patient enters the credit card information.
    • If the patient has Apple Pay, Google Pay, or Microsoft Pay set up, the Choose payment method section displays an icon for selection to process the payment. 
  4. The patient taps Submit Payment. The Payment Successful screen opens with Payment Receipt information.

Once submitted, the payment shows as an unapplied payment under the Online tab of the Find Payment window.

MobilePatExp_MakeaPmt_Text.png

Create Account and View Statement

  1. The patient taps the link provided in the text message. The Make a Payment screen opens.
  2. The patient taps I want to see my statement before I pay. The Welcome to Tebra Patient Portal screen opens.
    • If the patient has already registered and has an existing Patient Portal account, the Patient Portal Sign in screen opens. Upon sign in, the Your Bill Details screen appears for them to review the information and the patient would proceed to step 5.
  3. Under the Create your account section, the patient enters the information: Email, Password, Date of Birth, and last four digits of their SSN.
  4. The patient taps Create Account. The Your Bill Details screen appears for them to review the information.
  5. The patient taps Pay Now to make a payment. The Make a Payment screen returns. 
MobilePatExp_CreateAcctViewStmnt_Text.png