Improvements to the billing process in Front Desk 18.1.6

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  • Updated 6 months ago
Front Desk 18.1.6 introduces several new features designed to improve the efficiency of everyday billing tasks. 

1. Searching for item codes using item descriptions
Searching for an item code on the Bill and Receipt screens is now easier with the introduction of a new Item Code search button. After clicking this button, it is possible to search using the item code or any part of the item code description. 



2. Choosing payment date and time
When using the Payment window to allocate payments to outstanding invoices, it is now possible to set the date/time of a payment. 



3. Right-click to allocate remaining amount 
The Payment Type window now displays the amount remaining to be allocated and includes a new right-click option to quickly allocate the full or remaining amount to a payment method.

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Timothy, Business Care Manager

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Posted 6 months ago

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Adam Woolacott

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Thanks Tim, just in regards to the payment date change, is there a way of locking off financial data past a certain point eg locking off the quarter once the BAS is done? Im just concerned about mistakes being made by staff when entering the date.

Also now that we can potentially enter a payment for the previous month is the way of printing the debtors for the end of a previous month. At the moment we have to do this report at the end of business on the last day of each month.
(Edited)
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Julienne Locke

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agree with Adam re Debtors if a transaction before printing debtors, especially given DVA and medicare process off today (for example) and then arent in bank account for 24-48 hours
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Timothy, Business Care Manager

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Hi Adam. I can confirm that locking of accounting periods is still on our future development list.

Please note that a user must have the 'Edit Transaction Entry Date' security access permission in order to backdate payments from the payment window or from the transactions tab of the patient file.