Is it possible to set different standard emails to use when sending "bulk" statements/invoices please? eg private vs third party.
When invoicing a third party payer, we need to include specific details such the claim number so that is in our email template however, a private patient does not have a claim number so this renders the template useless for them.
At present, I think we can only set 1 standard email for each item (receipt template, invoice template and statement template) regardless of who the payer is.....
I would love to see the option to apply separate templates for private accounts and third party please
When invoicing a third party payer, we need to include specific details such the claim number so that is in our email template however, a private patient does not have a claim number so this renders the template useless for them.
At present, I think we can only set 1 standard email for each item (receipt template, invoice template and statement template) regardless of who the payer is.....
I would love to see the option to apply separate templates for private accounts and third party please
Posted 2 years ago
Timothy, Business Care Manager
Rachel Bruce
I'd work it on the acc (eg private or third party billing) personally as we have patients who attend as both private and Return to Work patients.
Their fee category technically changes between the two options and it could get quite messy with the bulk email of statements and invoices.
Apologies by the way, I sent my other "reply" before I saw your response above.