Manage / Update your Debtors Templates

Guide up to date as of 02.04.2023

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If you have any questions or concerns related to this guide or require help with having this setup, please feel free to reach out to the IT team — [e-mail]

Alternatively, you can request the AutoMed team to help you — [e-mail]

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Navigate to Automed’s Dashboard - HERE

1. Click on the “Utilities” dropdown menu

2. Click on “Debtors Book”

3. Click on Manage Templates

4. Click on your desired Tier system and customise the message

Below are customisable templates, feel free change this up to fit your clinic’s needs. I suggest having:

• TIER 1 be sent within 24-48 hours or end of business day.

• TIER 2 being sent between 48-72hours+ with a more aggressive notice saying it’s overdue and was payable on the day.

• TIER 3 being for DNA’S if your clinic charges patients for these.

TIP

Tier 1

<ClinicName>

Hi <PtPrefName>, Following your recent Consultation with <DrName>, please kindly click on the link below to settle your invoice dated <InvDate>. We are unable to release any documents until payment has been made in full. <PaymentURL> This is a secure link. You will be prompted to enter your Date of Birth to verify your identity before the invoice and payment page is displayed. Please call our friendly reception on <UsrPhone> if you require any assistance. Thank you <ClinicName>

TIP

Tier 2

<ClinicName>

Hi <PtPrefName>, Attention -This is just a reminder following your consultation with <DrName>, please note that this account is now overdue, please click on the link below to settle your invoice dated <InvDate>. We are unable to release any documents until payment has been made in full.

<PaymentURL>

This is a secure link. You will be prompted to enter your Date of Birth to verify your identity before the invoice and payment page is displayed.

Please call us on <UsrPhone> if you need any assistance. Thank you <ClinicName>

TIP

Tier 3 (DNA’S)

<ClinicName>

Hi <PtPrefName>, Despite our efforts to get in contact with you regarding your appointment with <DrName> today, we have placed a no-show charge of $40 on your account as you have failed to attend. Please click on the link below to settle your no-show fee ASAP.

<PaymentURL>

This is a secure link. You will be prompted to enter your Date of Birth to verify your identity before the invoice and payment page is displayed.

Please call us on <UsrPhone> if you need any assistance. Thank you <ClinicName>

5. Click on “Submit” to finalise and save your changes