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Billing List


billing flow 2

How to Call/Notate Billing List

- Navigate to billing list "Payments" -> "Billing List"
- Click on note icon  note icon
- Click on the pencil icon to open their account (notate any contact in the account as well)   pencil
- Call/email client depending on the day
- Notate billing list record as well
- Set color for the day you called (see below), select the day you chose, and save the billing information
- Move onto the next record

- Once an account's billing has been declined 3x their site will need to be taken offline
      - Old editor sites will turn off automatically
      - New editor sites will have to be manually turned on to maintenance mode

-Notate call in Salesforce as well*

Emails to send after decline:

Dental Email - Baystone/Online Practice - Baystone Suspend Outreach
Chiro - Baystone Billing - Online Chiro Billing
Podiatry - Baystone Billing - Billing Decline - 3rd Attempt

Billing list colors:

Red: Client pointing elsewhere / client wants to cancel
Yellow: Waiting on check from client
Purple: Sales is contacting / client hasn't paid - email ops manager, sales manager, and sales reps in this case to start reaching out

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Office Hours

All times in CST

Monday:

8:00 am-5:00 pm

Tuesday:

8:00 am-5:00 pm

Wednesday:

8:00 am-5:00 pm

Thursday:

8:00 am-5:00 pm

Friday:

8:00 am-5:00 pm

Saturday:

Closed

Sunday:

Closed