Real Time Practice Notifications: BETA
Now you can stay in the loop when your patients move through the financing process.
How it Works:
Timely updates mean fewer missed opportunities and a smoother patient experience from start to finish. With our Practice Notifications feature, your team can opt in to receive alerts for the following payment plan actions:
|
Notification Type |
Trigger |
Timing |
| Incomplete Applications |
Patient starts but does not complete application |
Submit partial app, confirm no completion for 14 days, verify provider receives email |
| Declined Applications |
Patient application is declined |
Submit an app that fails underwriting, verify provider receives email immediately |
| Open Approvals |
Application is approved but the payment plan not activated |
Submit and approve app, skip activation, verify email after 48hrs |
| Payment Plan Activated |
The Patient activates their payment plan |
Complete and activate an app, verify email is sent instantly |
| Is Prequalified |
Patient is prequalified via Pre-Qual flow |
Complete Pre-Qual, verify email notification to provider |
How to enable: