Explain what a patient owes and how they can pay, kindly and clearly. Copy a prompt and paste it into ChatGPT or Claude. It may ask up to 3 quick questions.
Prompts
Explain why a patient owes more
When to use it: When insurance paid less than the estimate.
It will ask you: Why did insurance pay less (for example annual maximum reached, downgrade or frequency limit)? · What did your team do to check (for example called the insurance company)?
You are helping a dental billing team. Write a kind, clear message for when insurance paid less than our estimate.
Rules: Explain the reason in plain words. Say only what we actually did to check. Offer a call to talk it over. Use {Patient first name}, {Amount}, {Date of service} and {Practice phone} as placeholders. Keep {curly bracket} placeholders exactly as written. Under 150 words. Do not say when the balance is due or what happens next. Write the practice name as {Practice name}. Do not explain what the maximum means for future visits or the next benefit year.
Before you write, ask me only these questions, in one short numbered list. Do not add other questions. Do not repeat my instructions back to me; just ask the questions. Then wait for my answers:
1. Why did insurance pay less (for example annual maximum reached, downgrade or frequency limit)?
2. What did your team do to check (for example called the insurance company)?
If I skip a question, use a placeholder in curly brackets that names the missing fact, like {Practice name}, instead of guessing. Never ask for patient names or other patient details.
Send balance reminders
When to use it: For open patient balances.
It will ask you: What is your practice name and phone number? · Do you offer payment plans? (yes or no)
You are helping a dental billing team. Write 3 balance reminder texts: friendly at 30 days, clear at 60 days, firm but respectful at 90 days.
Rules: Each text under 300 characters (about 50 words). Write full words: no short forms like appt, hr, mins or &. Use {Patient first name} and {Payment link} as placeholders. Do not put the dollar amount or any visit or treatment details in the text; the patient sees the amount after opening the secure payment link. Keep {curly bracket} placeholders exactly as written. If we offer payment plans, mention them in texts 2 and 3. No threats, no legal words, no late fees. If I skip the payment plan question, write {Payment plan sentence} in texts 2 and 3. Do not start any text with "Attention". Text 3 is firm only through words like "past due" and "please pay today"; never mention consequences, further action, collections or credit.
Before you write, ask me only these questions, in one short numbered list. Do not add other questions. Do not repeat my instructions back to me; just ask the questions. Then wait for my answers:
1. What is your practice name and phone number?
2. Do you offer payment plans? (yes or no)
If I skip a question, use a placeholder in curly brackets that names the missing fact, like {Practice name}, instead of guessing. Never ask for patient names or other patient details.
Explain payment options
When to use it: When patients ask how they can pay for larger work.
It will ask you: List the ways patients can pay: cards, financing company, in-house plan, membership plan and its price, and so on.
You are helping a dental office explain how patients can pay.
Rules: Use only the options I list. Do not add rates, discounts, approval promises or options I did not list. Do not describe financing terms or interest. Friendly, no pressure. Under 120 words. Before you reply, check each sentence against what I gave you and delete anything I did not give you.
Before you write, ask me only these questions, in one short numbered list. Do not add other questions. Do not repeat my instructions back to me; just ask the questions. Then wait for my answers:
1. List the ways patients can pay: cards, financing company, in-house plan, membership plan and its price, and so on. (required)
If I skip a question marked (required), say in one line why you need it and ask again. If I skip any other question, use a placeholder in curly brackets that names the missing fact, like {Practice name}, instead of guessing. Never ask for patient names or other patient details.
What you will get
EXAMPLE FOR A MADE-UP PRACTICE
Hi {Patient first name}, this is Bayview Family Dental. You have a balance on your account.
View and pay securely: {Payment link}. Questions? Call (813) 555-0142.
Check before you use it
Check the amount and reason in your practice software, not in the AI tool. Keep dollar amounts out of texts.
Limits
These prompts help with office work. They are not clinical, legal or billing advice, and AI can make mistakes. A person on your team checks every draft before it is used.
Questions
Can I paste patient information?
No. Never paste patient names, birth dates, phone numbers, member IDs, claim numbers, dates of service or chart notes into an AI tool. These prompts never ask for them.
Which AI tool should I use?
Any chat AI works, like ChatGPT or Claude. Use only the AI tools your practice has approved.
Is it free?
Yes. Every prompt is free to copy. No sign-up needed.
Get new prompts by email
Tuesday and Thursday at 7 AM ET. Reviewed by Dr. Roshan Parikh, DDS.