How do I nudge a patient about an unpaid balance?
Last updated: 2026-05-26
Open the invoice with an outstanding balance → click Send reminder → pick SMS, Email, and/or WhatsApp → optionally attach a fresh payment link → Send. The reminder is logged on the patient timeline so you have a record. Resend as needed.
When to send
- 7 days after the invoice — a friendly first nudge.
- 14 days — a more direct reminder, with a payment link.
- 30 days — escalation, often combined with a phone call from the front desk.
How to send
- Open the invoice with a balance due (filter the Billing tab by Unpaid).
- Click Send reminder.
- Pick channels: SMS, Email, WhatsApp.
- Tick "Attach payment link" to include a Razorpay link the patient can pay from.
- Click Send. The reminder is logged on the patient timeline.
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