Postal Address

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  • Updated 3 years ago
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Is it possible to add a postal address to the General tab with maybe a tick box if Street and Postal are the same.  Some clients don't check their letterboxes all the time but check PO Box or like it delivered to another address like a parents address or for security reasons (ie apartment building where all mailboxes are together)
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Gavin

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Posted 3 years ago

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Timothy, Business Care Manager

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If you wish to record a street address and separate postal address please use the third-party billing functionality to add the different postal address.  Note that patients can have multiple accounts attached to their patient file so this does not limit your ability to also have 1 or more 3rd party biller/s for the client.

Generally, users simply set the primary address on the file as the postal address as the street address is not required to them.
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Julienne Locke

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Hi Tim - i just saw both this post and reply and whilst we have tried to compete this as suggested in the past we have had issues as in the third party biller you would have to register "another" patient with the same name, which gets confusing in the case of a secretary or staff member using the wrong patient to make an appointment to.. We are also completing a large number of home visits so need to have the primary address as the clients home as staff access this information from the web calendar when out on the road.  It is becoming a little more frequent that we are needing to set up the different addresses for patients using the examples as Gavin posted
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Andrew, Community Manager

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Hi Julienne

The Bill to Third Party - Individual option sounds suitable for this scenario.

Bill to Third Party selected with 'Individual' will simply override the address which appears on receipts and invoices when billing to that account.

For example in the screenshot below, when billing to the 'PO Box' account it will use the address 'PO Box 123, Adelaide  SA  5000' on printouts for that account, rather than the address on the 'General' tab.



If you have 'Multiple Accounts Per Patient' enabled from the Advanced tab of System Information you can add multiple accounts, and multiple addresses, on a single patient file.

Your requirements do sound a bit unique, so please feel free to contact us using one of the support options available on our website if you would like to discuss this further: www.smartsoft.com.au/support
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Gavin

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How do you know a patient has a PO Box address without going into the billing details.  Wouldn't you then have to check for each patient and then ensure you bill to that account each time.

If we wanted to post a script, brochure or other information we would need to check the billing tab for a postal address, however if this was on the general tab we could see straight away.

How would this work if we were doing a mail merge, how will FD know the client has a PO Box address?