Keeping on top of your finances is important to your practice and keeping up with your credit control is one of the ways to do this.
Identify those patients who are bad debtors using the Patients report, then contact them to chase their overdue payments.
Bad debtors
If you have already marked patients as bad debtors, use the Patients Report to filter
is active to Yes
Bad Debtor is set to Is true
Save the segment as Bad Debtors
Send messages to all bad debtors
To send lots of messages all at once you need to use the bulk messaging system in Dentally.
Follow the instructions here to contact all your bad debtors from the Patients Report screen.
Keep Bad debtors list updated
When you open the Patients Report, select the segment from the list at the top of the screen. The criteria haven't changed, and the data within the Patients Report will reflect the most up to date information from your Practice.
