Procedure Info Collection

Compose an invitation email and send it to one or more providers. Each recipient gets a unique single-use form link in place of the {{form_link}} placeholder; the {{name}} placeholder is replaced with each recipient's name (or “Doctor” when blank).

Master Scheduling Calendar(Checking)

Email

SubjectBody (plain text)

Hi {{name}},

We hope this message finds you well. As we close out this week's schedule, please take a moment to submit your provider invoice through your private link below.

The form has two buttons at the bottom — they do different things, so please read this part carefully:

• Submit current reports — sends whatever you have filled in so far to our team for review. Use this if you are filling the form out across multiple days. Our Account Payable team will start processing the reports you have already finished, and you will be able to watch the verification status appear next to each report on the same link. You can keep coming back and adding new reports between submissions.

• Finalize this form — closes the form for good. Click this only after every date of service is in. Once you finalize, the link becomes read-only — you will still be able to view your answers, but no more additions or edits are possible.

A few practical notes:

• Up to 10 reports per submission. Please add one report for each date of service, along with the matching shifts, hours, and case logs.
  • The link is yours alone. Please do not forward or share it. Under HIPAA, anything you submit is treated as protected health information from the moment it leaves your hands.

If anything looks off or you have any questions, simply reply to this email and a member of our Account Payable team will follow up with you directly.

Thank you for your continued partnership and the great work you do for our patients.

Warm regards,
The Xenon Health Account Payable Team

—
Xenon Health LLC
[email protected]  ·  https://xenonhealth.com
This is an automated message. Your link is unique to you and will expire automatically once the invoicing window closes.

{{form_link}} → unique form URL per recipient.{{name}} → recipient's name.

Recipients

No recipients yet. Click + Add to enter one manually, or Import from Calendar to pull this week's confirmed providers.

Add at least one recipient to enable send.

Recently sent invitations

Invitations whose forms have not yet been verified. Once an admin verifies a submission on the Procedure Info Verification page, it disappears from this list.

No outstanding invitations. Sent links appear here until the corresponding submission is verified.