ChiroSpring Pay Scheduled Unpaid Report

When patients have scheduled payments it is important to keep an eye on them.  When a patient's card expires, is canceled, or if your team deletes that card from ChiroSpring, the result can be unpaid scheduled payments.  This is where this report is helpful.

You can run the report using filters at the top.  Make sure you run the report for the various statuses as well.  

Unpaid - These are scheduled payments that have been submitted but are not yet paid.  

• Sent - These have been submitted but not yet paid.  They could turn paid if the payment ends up being successful.  They could also turn into "Attempted Payment" if the payment is not successful.
• Attempted Payment - These are payments that attempted to run but were not successful.  You may need to get the patient's new insurance card.  

Draft - These are payments where the original payment method was removed from the scheduled payments.  This results in the payment not processing as expected.  

When deleting a payment method, make sure it is not first tied to a scheduled payment.  

To update a membership, edit the membership and choose the new card (after adding it on file).  The system will run on the next payment date (you should not have to push a manual charge).  

Paid - These are payments that were successful.  This is the ideal state for all payments of course.

Deleted - These are payments that were deleted.  It's good to keep an eye here just to ensure no one is deleting payments from the system they should not.

If you click on a payment you will see options.  Use the action buttons to resend the payment (E-mail or SMS).  Or, use the Pay option to take payment directly from the patient.  Finally, if you want, you can delete the payment attempt.