Unpaid Payment Requests Report for Nexio
ICANotes now offers the option to track Unpaid Payment Requests for customers using Nexio.
The report is located at the bottom of Account Activity in Patient Accounts alongside the Prepayment Report. The Unpaid Payment Requests Report will allow you to track the payment requests that have not being paid by your clients
To run the report, click on Unpaid Payment Request Report at the bottom of the screen. A new window will open auto populating your client's name. The report has an option to filter by date.
You can run the report using an specific date range. Once the date is set click Continue to run the report.
The report will show you the list of requests sent that are unpaid including Patient's name, the amount requested and service date. From this window you also have the option to print the report.
Leaving the Start and End date blank will provide the results for all unpaid payment requests for this specific client.
Another great feature of this report is that you can also do an All patients search by clearing out the Patient First and Last name field. You can leave the Start and End date blank for an all time report or choose a desired date range.
After clicking Continue the report will provide a list of all Unpaid Requests.
Note: Deleting a payment request will invalidate the link sent via email or text to the client and it will not be reflected in the Unpaid Payment Request Report.
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