When I want to send an invoice to the person who is the Bill to Third Party - Individual, the email address of the patient is shown, not the email address of the person we wish to send the bill to. Can this be overcome?
When emailing from a patient file, you can select linked email addresses from the drop-down next to 'To' and 'CC' if they are available. For example within a patient file, you might have another email under the Additional tab for the GP/Referring Doctor, or in the Contacts tab which would be available to choose from. Currently the Billing Details tab doesn't have a dedicated 'Email' field for third parties, so it isn't available as a 'linked email address' to select.
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Hi Andrew, We often send Statements from individual Patient Files to our accounts person for her information. When we do this, we need to delete the default email address (which is the patient's email address) and enter accounts' email address. But with the latest updates, Front Desk now asks if we want to change the email on the file permanently, and it defaults to a 'yes'. Can this function be switched off? or can the default be switched to a 'no'?