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System Self Pay Dunning Messages - PM

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Define the default self-pay dunning information to associate with a guarantor.Dunning messages are notifications regarding owed payment. This information displays when a guarantor is selected for printing a self-pay statement from the following forms:

  • Crystal Family Bill
  • Crystal Self Pay Bill
  • Electronic Billing

Note: Dunning messages defined in this form can be overridden for a client in the Client Self Pay Dunning Message form.

  1. Go to: Avatar PM > System Maintenance > System Definition
  2. In the Guarantor field, search for and select a guarantor by name or ID.
  3. In the Introduction Bill Message field, enter the message that will display on the first self-pay client statement.
  4. In the $0.00 Balance Message field, enter the message that displays when payment was not received, or the remaining balance is $0.00.
  5. In the No Pay Message fields, enter the message that will display on the self-pay statement when payment has not been received by the milestone number of days.
  6. In the Contact Information field, enter the contact information to display on the self-pay statement.
  7. In the Aging Category Determination field, select how 'No Pay Message' fields are aged:
  • Select Any Balance In Aging Category for bills that have received payments with a remaining balance.
  • Select No Payment Since Last Bill for bills that have not received payment, and have a remaining balance.
  1. Click Print to generate a report that displays the system self-pay dunning message.
  2. If appropriate, select Delete to delete a system self-pay dunning message.
  3. Select Submit.