Menu

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

bl1

bl2

bl3

bl4

bl5


Our Location

Find us on the map

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