Changing account on billing screen

  • 6
  • Idea
  • Updated 1 year ago
  • Not Planned
When we bill a patient from the appointment book and have to change the account at the billing screen it resets the item code and price resulting in us needing to search for the item code again. Is there anyway frontdesk can be set up to maintain the same code?
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Adam Woolacott

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Posted 2 years ago

  • 6
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Steven, Business Care

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Hi Adam

Thank you for bringing this to our attention. We agree, look for an improvement in this area in a future release.
Oh yes and it resets the practitioner to the default practitioner of the main account holder, rather than the patient needing to get billed.  This causes us grief all the time!
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Rachel Bruce

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Along these same lines, we have patients with multiple accounts in their Billing Details tab eg
1 for treatment, 1 for hydrotherapy and 1 for Pilates.
with hydro and Pilates many pay upfront to receive a discounted rate so have un-allocated credit in their acc.
It would be great if the appointments made could be tied to the acc type so when it comes to billing, the appt is  paid for from the correct un-allocated credit pool

Would this be possible please?
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Rachel Bruce

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Hi Adam, do you have an update on if/when this will be rectified please?
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Steven, Business Care

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Hi Rachel

After much consideration, the development team have come back that this functionality should not be changed. The reason for this is that a default item code is associated with a fee category and practitioner of the account. I apologise if this sounds confusing. Our recommendation is that you change the patient account prior to changing any other details on the billing screen. After a detailed review, this item has been changed to not planned.
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Rachel Bruce

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Thanks for the update Steven.