Separate Billing and Receipting

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  • Updated 1 year ago
After the new software update the system remembers if a receipt was posted or emailed and stays ticked despite the default stating not to print/email - Since the Billing and Receipting are linked every single time the therapist bills a patient they now have to untick the email/printing box so that the invoice doesn't get printed at that stage. We are running our invoices once a week. Could that be reverted back or at least get the Invoicing and Receipting separated so that once I email/print a receipt that action doesn't affect the billing screen.
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Specialised Hand Therapy Services

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Posted 1 year ago

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Andrew, Community Manager

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We introduced the functionality for retaining print and email preferences on a per patient basis around a year ago, and have not received other requests to have this changed. It is working as designed to help the majority of users save time on billing or receipting.

This was brought in when more users wanted to email their invoices and remember the patients preference for receiving an invoice. It uses fuzzy logic to help you in the majority of situations, but it is still important for users to check the selection matches your requirement at the time.

We have recently made significant changes to the billing and accounting system of Front Desk, which are now in beta and being tested by selected users. We are currently in the second beta version, which we expect to be the last before these changes will be made available to all users.  
As this will affect how these features are used, perhaps we can re-visit this after these changes have been made available to all users.
(Edited)
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Julienne Locke

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We also have major issues with this functionality as it only allows the email address to be the email address of the patient on the front screen and not a third party biller to have the invoice emailed to them.  We are definately looking for the upgrade to this
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Steven, Business Care

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Hi Julienne

It appears that you have no issue with remembering the last method a patient received their invoice, however, it appears the default email address is problematic. You will be happy to know that we're finalising the testing of a new version of Front Desk that revamps the accounts receivable system. As part of this, there are new invoice details including a separate email address for the third-party biller. This version should be out within the next 2 weeks.