Understanding Invoice Notifications
SigmaMD automatically sends invoice notifications to keep patients, payers, and employer administrators informed about billing events. These notifications ensure transparency at every stage of the invoice lifecycle—from creation to payment, refund, or cancellation.
Notifications are sent by email, SMS, and in-app message, depending on the user’s communication preferences.
Who Receives Notifications
- Payers receive all invoice-related notifications for their memberships or linked patients.
- Employer Primary Administrators also receive invoice notifications related to employer-sponsored memberships.
Invoice Notification Types
Invoice Issued
This notification is sent when a new invoice is generated and the due date differs from the issue date.
If CVV information is missing, an additional note appears requesting the payer to add their card CVV to avoid payment delays.
Upcoming Invoice Reminder
This reminder is sent in advance to inform the payer of an upcoming invoice. It helps them anticipate the charge and review their payment details before issuance.
Invoice Issued (Missing CVV information)
Sent only when a new invoice is issued, but the stored payment card lacks CVV information, ensuring smoother payment processing.
Invoice Due Reminders
Reminders are sent as the due date approaches.
- 3 Days Before Due Date
- Day of Due Date
Each reminder includes:
- The amount due and due date.
- A link to the billing section in the SigmaMD mobile app to update the payment method or pay early.
- A CVV reminder if the stored card lacks security details.
Invoice Payment Failed
If payment is unsuccessful, the payer is prompted to update their payment information in the SigmaMD mobile app. If the patient does not have app access, the message instructs them to contact the practice directly.
Payment Failure Reminder
If payment remains unsuccessful after retries, the payer receives a follow-up, prompting the payer to resolve the issue to avoid interruption in billing.
Invoice Paid
Confirmation is sent immediately after successful payment processing.
Includes details about payment amount, method, and the invoice’s due date for full clarity.
Refund Successful
If a refund is processed, the payer receives confirmation that the funds will be returned soon.
Invoice Updated
If invoice details (such as amount or description) are updated, a notification is sent to the payer.
Invoice Voided
If an invoice is canceled or invalidated, a void notification is sent to the payer and the employer administrator.