Guide up to date as of 02.04.2023
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 — helpdesk@myhealth.net.au
Alternatively, you can request the AutoMed team to help you — support@automedsystems.com.au
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
<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
<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
<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>
Guide up to date as of 02.04.2023
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 —
Alternatively, you can request the AutoMed team to help you —
CONTENTS LINKED IN THIS PAGE:
INFO
You can run the Start and End Date field up to 90 days at each given time
INFO
You may see “Resend URL” this is letting you know a previous SMS has already been sent
INFO
TIP
You have successfully sent a Tier 1/2/3 SMS message to the selected patient
If you need to manage your Debtors templates to customise to your clinic’s needs, please click the link below.
If you would like to see the patient’s view, please click the link below.
You can customise all TIER SMS messages to what your clinic requires, to find out how view
Immediately after sending the “Send URL” button with the Payment URL Message, the patient will get the below text message, with a valid payment link for them to access. Notice all the Tags, these are customised for each patient and clinic to keep it personal. These can be customised in the Debtors List SMS.
INFO
Patient’s will not see these tags, but instead their name “Preferred Name” setup in Best Practice (if empty, their first name), the Doctor’s name that they had the consultation with followed by the Payment link AutoMed sends.
After clicking on the Payment URL link that’s sent to the patient, they’ll have to provide their FULL Date of Birth before being able to access the Invoice for what they need to pay. This is helpful if we somehow send this link to the wrong individual, they’re unable to open the invoice without the proper information, thus limiting their access and not being able to see any harmful information.
After the patient enters their DOB, they can see:
The date the invoice was created (the date of the appointment)
The Doctor who provided the service
What MBS Item No. this was and description
Fees and applicable surcharges / GST
This is extremely helpful for the patient’s view to see what exactly they’re being charged for.
The payment is settled and receipted into Best Practice software in real-time. This means once you see the patient has paid for the appointment, you’re able to open the patient’s billing history and see that it has been marked paid.
This is where you may need to send the online claim for them.