Add an Email Address and Contact Person section/lines in the billing details tab?

  • 5
  • Question
  • Updated 2 years ago
  • Answered
Is it possible to add an Email Address and Contact Person section/lines in the billing details tab? We use this section for Insurance Claim details.
Photo of Mi Fizzio

Mi Fizzio

  • 2 Posts
  • 0 Reply Likes

Posted 2 years ago

  • 5
Photo of Timothy

Timothy, Business Care Manager

  • 761 Posts
  • 220 Reply Likes
Hi Mi Fizzio. Enhancements to the Billing Details tab will be introduced in Front Desk alongside the upcoming Xero integration. At that time it will be easier to send out emails in bulk to third-parties.

Photo of Flex Physiotherapy

Flex Physiotherapy

  • 6 Posts
  • 2 Reply Likes
Any idea on a timeframe for the Xero integration?
Photo of Timothy

Timothy, Business Care Manager

  • 761 Posts
  • 220 Reply Likes
Hi Flex. We are actively working on the Xero integration but cannot provide a release date at this time. All is going well and we are close to finishing the revamping of the accounts receivable engine including changes to invoices and statements and the ability to email invoices in bulk. Linking this with Xero will be next.

Photo of In Stride Health Clinic

In Stride Health Clinic

  • 124 Posts
  • 22 Reply Likes
Looking forward to this.  Sharon
Photo of Julienne Locke

Julienne Locke

  • 62 Posts
  • 10 Reply Likes
Our only concerns are that the billing "address" may be the same for a client, however the email address or contact person to send invoices to is different.  With some organisations we work with the same "body" is responsible for the account however the invoices are required to be sent to the case manager or finance person that may be different...
Photo of In Stride Health Clinic

In Stride Health Clinic

  • 124 Posts
  • 22 Reply Likes
Also if the client has seen different practitioners in the same billing period, workcover companies want invoice by practitioner.  They will not pay if multiple practitioners are on the same invoicing.
Just be aware of this. 

Also most workcover companies now have email address you can email directly to.  The exception is TAC.
Photo of Timothy

Timothy, Business Care Manager

  • 761 Posts
  • 220 Reply Likes
Hi In Stride. This does depend on the insurance provider however Front Desk does breakdown invoices correctly so that the invoice presents each practitioner and their provider number along with patients they have billed.
Photo of In Stride Health Clinic

In Stride Health Clinic

  • 124 Posts
  • 22 Reply Likes
True Frontdesk does print invoicing by Practitioners by Provider number on the one invoice/statement.  But the insurance providers do not like multiple practitioners on the same invoice.  They send letters back saying they cannot pay it like that.  Therefore I am still having to individually select the relevant practitioner by location and produce individual invoicing by practitioner for the same client.  If the same practitioner is across two locations - these still need to be separate invoices.  Sharon

Possible solution would be to have an option to select apts. by practitioner/location when producing the invoicing.