Payment Management| Outstanding Payments - NSF Letter

Modified on Tue, Aug 4 at 9:10 AM

Use this letter template when a client's wellness plan account is overdue and previous collection attempts have been unsuccessful. The letter notifies the client of the outstanding balance, the NSF fee, and the potential for the account to be referred to collections.

Replace all highlighted placeholders with the appropriate client, clinic, and account information before sending.

How to use this template

Replace all placeholders — every field highlighted in yellow must be updated with the correct client and clinic information before sending.

Add your practice logo — insert your practice logo in the logo area at the top of the letter.

Follow the collections process — this letter should be sent if the client has not responded to a phone call within 3 days of the missed payment.

Retain a copy — keep a copy of the sent letter in the client's file for documentation purposes.

Letter template

NSF letter templateReplace all highlighted fields before sending

PRACTICE LOGO

{FULLNAME}

{ADDRESS1} {ADDRESS2}

{CITY}, {STATE} {POSTALCODE}

{CLINICNAME}

{CLINICADDRESS1}

{CLINICCITY}, {CLINICSTATE} {CLINICPOSTALCODE}

Dear {FULLNAME}:

Our records show that {NAME}'s wellness plan account remains overdue in the amount of {AMOUNTOVERDUE} plus a $25.00 NSF as of {OVERDUEASOFDATE}. Failure to make the required monthly payments under your contract may cause your plan to be cancelled and the balance of the payments due in full.

Since our repeated efforts have failed to effectively produce payment or a suitable response from you, we must resort to a step we dislike: turning your account over to our attorney ten (10) days from the date of this letter.

We do not like to resort to collection methods for payments overdue if there is some reason why a bill has not yet been paid. If that is the case with your account, please contact us at {CLINICPHONE} and we will do everything we can to accommodate you.

Thank you for your prompt attention to this matter.

Sincerely,

{STAFFFULLNAME}

Practice Manager

Related resources

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Outstanding Payments - NSF Letter.doc
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Payment Management| Outstanding Payments - NSF Letter

Outstanding payments — NSF letter