Dunning Message Criteria

Dunning Message are messages added to patient statements to remind customers of payment terms or delinquent payment.

Your facility creates Dunning Rules in the System Administration module to govern which patient statements receive messages and which messages are applied to those statements. Typically, you would create rules that result in messages with progressively stronger language being applied to statements based on the age of the charges or the age of transfer of responsibility for payment to the patient, depending on the selection made when the patient statement is generated. See examples of dunning messages below.

There are a number of criteria you can select from when creating these rules that enable you to tailor the messages to specific situations. For example, you can create dunning messages that are specific to patients who have Medicare as the Primary Insurance for a Billing Group or messages that are specific to accounts with a Patient Status of Payment Plan. The criteria available to use to create dunning rules include Insurance Carrier, Insurance Plan Type or Patient Classification. You can further define rules based on minimum balance due and/or date of last payment.

Examples of Dunning Messages

1-30 Days Past Due1-30 Days Past Due

As of the above date we have not received payment in full on your account. If payment has been made, or your check is in the mail, please accept our thanks. If payment has not been made, payment is necessary to bring your account current. If you feel these charges are in error, please contact our office. Otherwise, please mail your check today. Thank you for your attention to this matter.
31-60 Days Past Due31-60 Days Past Due

Your account is now 31 - 60 days past due and requires your immediate attention. Please remit payment for the full amount due to avoid additional finance charges and further collection activities. If you have questions related to the charges, please contact our office. Otherwise, we will expect payment promptly. Thank you for your attention to this matter.
61-90 Days Past Due61-90 Days Past Due

Your account is now seriously past due. If your payment in full is not received in our office by the due date above, your account will be placed with a collection agency and you will be responsible for any collection costs incurred at a rate of one-third of the total due. Help us to avoid this action by sending us your payment today. If you have questions regarding this procedure, please contact this office immediately.

Dunning Message Guidelines

Click here for rules/parameters to keep in mind when creating Dunning Rules.

Creating Dunning Rules

Dunning Rules in the System Administration module to govern which patient statements receive Dunning messages and which messages are applied to those statements. Click here to learn how to create a Dunning Rule.

Examples of How to Create Certain Dunning Rule Types

Click the links to learn how to create these types of Dunning Rules:

Generic Dunning Rule (applies to all accounts that meet the financial criteria, regardless of insurance designations or patient status)
Insurance Carrier Specific Dunning Rule (example: Medicare patients)
Patient Status Specific Dunning Rule (example: Self-Pay patients)