Introduction:
Cloud9 allows you to create financial campaigns to follow up with accounts that have an aging balance. These campaigns automatically send notifications to patients about outstanding balances, upcoming payments, and insurance updates based on preset triggers like due dates or transaction activity. These campaigns save time for staff, improve patient engagement, and help ensure timely payments. These campaigns can be setup and customized for each office's individual needs using the following guide.
Process description:
To successfully configure an automated financial campaign, you'll need to set up the following components:
- Template: A Message Template must be set up to define the content of the automated messages, including balance details, payment instructions, and other relevant information. Templates should include dynamic fields (e.g., patient name, balance amount) to personalize each message for the recipient.
- Recipient List: You'll need to create or select a Recipient List that targets the specific audience for the financial campaign, such as responsible parties based on status. This list will send out messages to the patient based on criteria defined in the Campaign setup.
- Campaign: You'll also need to set up Campaign itself, which ties together the Recipient List and Template. The campaign settings will determine the schedule of the messages, and the delivery method (text or email).
Prerequisites:
The office must be signed up for Cloud9 Connect.
Step-by-step instructions:
- Edit > Automation Suite> Recurring Campaign > Recipients Tab.
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Choose to add in a new list, or edit a current one.
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Make sure to give the recipient list a name. It helps to identify the list based on the target audience, purpose, or campaign. For example, a Recipient List could be named "Overdue Balance Reminders" or "New Patient Welcome Emails."
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The recipient list can include responsible parties, patients with overdue balances, or other segmented groups.
Additional information:
How do we setup and use Financial Campaigns via Cloud9 Connect?
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.