Paperless Receipting

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  • Updated 3 weeks ago
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Im trying to set up Paperless receipting. Under System info/Defaults/ the receipt/bill/payment box doesn't seem to be there. 
Can we do paperless invoicing as well? I have one client who we will soon be invoicing up to 100 invoices a month and don't want to wast the paper.
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Atlas

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Posted 3 weeks ago

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Timothy, Business Care Manager

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Hi Atlas. Front Desk can manage paperless receipting and invoicing.

The default setting for printing or emailing receipts and invoices when using the Receipt, Bill and Payment screens is found in File > System Information > Invoice / Statement Defaults. Default email templates can also be assigned here.









Regarding an individual patient’s preference for how they should receive outstanding invoices and statements, please see the Billing Details tab of the file as below. This setting can be configured per account as shown below.