Receipts and Statements,
Without the Manual Work.
Every payment triggers an automatic SMS or email receipt — copays, balances, installments, no-show fees. Outstanding balances go to patients as clean, branded statements with one click.
Payment Receipt
Sunridge Chiropractic
Visa ···· 4242 — Card on File
Sent via SMS to (555) 867-5309
Two Types of Patient Billing Communication
Receipts confirm what was charged. Statements show what's owed. Both sent automatically.
Payment Receipts
Triggered automatically after every successful charge. Includes service, amount, payment method, and practice name. Sent via SMS, email, or both.
Balance Statements
Staff generate a clean itemized statement for any patient with an outstanding balance. One click sends it via SMS or email — no printing, no mailing.
Balance Reminders
A short reminder message with the outstanding amount — easier to send than making a phone call, and less likely to be ignored than a mailed statement.
How It Works
Receipts are automatic. Statements take one click.
Charge Processed
A payment goes through — copay, card on file, installment, or no-show fee.
Receipt Fires Instantly
The patient receives an SMS or email receipt within seconds. No staff action needed.
Balance Updated
Patient billing record updates. Any remaining balance is visible to staff in the dashboard.
Statement on Demand
Staff click "Send Statement" for outstanding balances. Patient receives a clean itemized notice.
Everything in the Billing Loop
Receipts, statements, and reminders — all in one place
Instant Payment Receipts
Every time a charge goes through — copay, balance, installment, no-show fee — the patient gets an SMS or email receipt automatically. No staff action required.
Clean Balance Statements
Generate a clear statement of outstanding charges for any patient. Itemized by service and date, branded with your practice name. Send via SMS or email in one click.
Balance Reminders
Prompt patients about outstanding balances without a phone call. A short, clear message with the amount owed is faster to send and less confrontational than calling.
Per-Practice Toggle
SMS receipts are on by default. Practices that prefer email-only or want to suppress certain notifications can adjust settings from the billing configuration panel.
Branded with Your Practice
Receipts and statements carry your practice name, not MedSiteAI. Patients see your brand at every billing touchpoint.
Reduces Manual Follow-Up
Automated receipts and balance notices replace the majority of billing follow-up calls and mailed statements — saving staff time every billing cycle.
Manual Billing vs. Automated Statements
Manual Billing Process
- Staff print or email receipts manually
- Balance statements mailed — 30-day lag
- Patients call to ask "what do I owe?"
- Billing disputes from forgotten charges
- Staff time consumed by billing inquiries
MedSiteAI Automated Billing
- Receipts auto-send after every charge
- Balance statements go out in one click
- Patients know their balance before calling
- Charge history logged — disputes resolved fast
- Staff free from routine billing follow-up
Why Practices Turn This On
Patients always know what they were charged and why
Outstanding balances resolved faster — fewer billing disputes
Staff spend less time on individual billing inquiries
Branded receipts build patient confidence in your billing
SMS receipts reach patients faster than email or mail
All receipts logged in the patient billing record
Frequently Asked Questions
When are receipts sent?
Receipts fire automatically as soon as a charge is processed — whether that's a copay at checkout, a card-on-file charge, an installment payment, or a no-show fee. There's no manual step required.
Can I turn off SMS receipts?
Yes. SMS receipts are on by default but can be toggled off per practice in the billing configuration panel. Email receipts remain active regardless. Per-patient opt-out is also supported.
What does a balance statement look like?
It's a simple, clean document: your practice name, patient name, date, list of service charges with dates, payments applied, and the outstanding amount. No medical notes — billing information only.
Do patients receive a receipt for payment plan installments?
Yes. Each scheduled installment that processes successfully sends a receipt with the amount charged, the remaining balance on the plan, and the next charge date. Patients always know where they stand.
Are receipts HIPAA-compliant?
Receipts include billing amounts and service descriptions but no clinical notes or diagnoses. SMS communications follow HIPAA guidance for financial transaction notifications. Patients consent to billing communication during intake.
Cut Billing Follow-Up in Half
Automated receipts and statements are built into MedSiteAI — toggle on and you're done.