The Dunning tab of Organization Configuration is for configuring the Dunning schedule and settings for an organization.

Figure 199 – Organization Configuration Dunning

Dunning Configuration

PatientPay supports a variety of preset Dunning configurations to choose from depending on your organization’s requirements. Simply choose from the drop-down list and the Dunning schedule will be updated to show the cycles, bill age, notification types and templates. If using the system-default email and text templates, “<System Default>” will be displayed. Otherwise, it will be the template ID. You can type into the drop-down text field as a shortcut for finding the configuration you wish to use.

You can view the email or text template for your select Dunning configuration by clicking the hyperlink. NOTE: This will display placeholders for logo and system variables.

Dunning Settings

The Dunning Settings section is for configuring various Dunning-related configuration.

Figure 200 - Organization Configuration Dunning Settings

Dunning Cycle Days

Determines the number of days in a cycle and is read-only based on the selected configuration.

Paper Cycle Days

Determines the number of days in a paper cycle and is read-only based on the selected configuration. This is bundled with each Dunning configuration preset.

Minimum Dollar Thresholds

The Minimum Dollar Threshold Electronic / Print settings control the dollar amount a bill must exceed before we send communications. This helps avoid the costs of sending email, SMS or print when the bill balance is less than $1, for example. The defaults for these are $0 and they can be set for Electronic (Email and SMS) or Print independently. Admin Resend will bypass these minimum thresholds. Reminders honor the minimum thresholds just as the initial bill.

Bill Aging

Determines whether bills naturally age or if the dunningStatus in each statement JSON sets the bill’s effective created date. Supported options are “Natural” or “Based on Dunning Status”.

Communications on Bill Update

Determines whether to send Dunning communications after a bill update.

Enable billReset Flag

Determines whether to enable feature where resetBill flag passed in statement JSON resets bill's effective created date.

Reset Bill on Fields Changing

Determines whether we reset a bill's effective created date (thus Dunning) when specified fields change.

Reset Bill Fields

Determines which fields in statement JSON cause Dunning reset. Only applies if Reset Bill on Fields Changing is enabled.

Drop to Paper on Opt-Out

Determines whether to drop-to-paper when patient opts out of electronic and they have a Due or Past Due reminder scheduled in Dunning.

Skip Paper When Electronic Available

Determines whether to skip paper when electronic comms are available or the patient’s mailing address has an invalid US status.