Email Statements (General Store/Portal required)

In this article you will learn how to email statements to patients.

To get started:

• Dark Pink Boxes
  • Go to Billing > Statements
• Purple Box
  • Click on the batch of statement you would like to email

Once you have clicked on the batch number, select the E-Mail All button

After clicking the E-Mail All button, you will get a pop to edit the email before sending it out.

• Orange Box
  • This is your From box. Here you can choose what email address this email will be coming from. Just click the drop down to make your selection.
• Black Box
  • In the Subject box, you are able to customize to the subject you would like for all of the statements being emailed.
• Dark Red Box
  • This is the Header where the Patient's name or Guarantor's name (if specified) *Not customizable 
• Purple Box
  • Here, you can customize the body of your email. If you are needing to put breaks within the body, input <BR>
• Blue Box
  • This is where a Payment URL will be placed for patients to pay through the patient payment portal 
  • OR Website: http://paymyptbill.com *Only available if integrated with CardConnect credit card processing
• Red Box
  • Your Footer will be created automatically. *Not customizable
• Green Box
  • To preview what the email will look like before you send it, click the Preview button
• Pink Box
  • Once you're finished, click Send Email

Patient View

Below is an example of what the patient will see when they receive their Statement Email.

The patient can copy & paste the link from the email above to make a onetime payment

Patient would click on "Find Statement"

Add in the:

Red-Card number

Yellow-Expiration month, year & CVV

Green- First  & Last name, zip code, email address & phone number 

Purple- Process Payment

If you have any additional questions, please email support at Support@heno.io for further assistance.