Documents we can and cannot provide to patients

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Can Provide
  • Itemized bills
  • Receipt or original statement 
  • Compassionate Care Application Form

If a patient is looking for an itemized statement ( payment has not been done), you can refer them to the “Patient Payment Portal” payment.natera.com for them to download.

If a patient is looking for a receipt after a payment has been down that is usually sent to their email automatically, but in case they did not receive it , reach out to your CSS .

If a patient is looking for an itemized bill ( payment has been done ), submit a ticket via Syncro CRM “Itemized Bill”

Steps for Patients Experiencing Issues Downloading Statements

If a patient is having trouble downloading their statement, please follow these steps:

Ask the patient to check their browser settings and ensure permissions are allowed. Refer to the screenshot below for guidance.

If the issue persists after adjusting browser permissions, submit a “Synergen Escalation” via Syncro CRM so we can promptly send the statement to the patient via email.
Cannot Provide
  • Medical Records .If the patient is calling, advise that the insurance should call us.

REMEMBER MEDICAL RECORDS CAN NOT BE SENT TO THE PATIENT

  • Requisition form (A req form should never be proactively offered unless the patient explicitly requests it.)

If an insurance agent calls in asking for a req form to be sent to them, ask agents to request it via email to [email protected] as you won’t be able to send it.

 

Last update by: Nina O (Feb 20, 2025)

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