Billing Statement Delivery
Deliver a medical billing statement with payment options and financial assistance information.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Delivers a billing statement to a client with a summary of charges and payment instructions.
- Monthly billing statement
- Invoice summary delivery
- Account balance notice
Fields your team can fill in
To
Add recipients
Cc
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Bcc
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Subject
Billing Statement — patient_first_name
billing-statement
Hi patient_first_name,
Please find your billing statement attached. This reflects your patient responsibility after any applicable insurance payments and adjustments.
STATEMENT SUMMARY
• Statement Date: statement_date
• Amount Due: $amount_due
• Payment Due Date: due_date
The attached statement provides a detailed breakdown of services rendered, charges, any insurance payments applied, and any adjustments. Please review it carefully and contact our billing office if anything is unclear or appears incorrect.
HOW TO PAY
• Online: payment_portal_url (secure, 24/7)
• Phone: me::phone (billing office hours are Monday–Friday, 8 AM to 5 PM)
• Mail: Check payable to our practice — address is listed on the attached statement
FINANCIAL ASSISTANCE
• payment_plan_note
• If you are experiencing financial hardship, please ask about our charity care program when you call — we are committed to ensuring access to care for all patients regardless of financial circumstances
INSURANCE QUESTIONS
If you believe your insurance should have covered a portion of this balance that it did not, please contact your insurance company directly with the Explanation of Benefits (EOB) they should have sent you. Our billing team is also available to assist.
Thank you for trusting us with your care. Call me::phone with any billing questions.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
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Helpful Resources
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Toggles for Outlook Quickstart Guide
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Toggles Business Pro Quickstart Guide
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