Third party invoices/statements standard email

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  • Updated 8 months ago
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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
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Rachel Bruce

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Posted 8 months ago

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Timothy, Business Care Manager

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Hi Rachel. Thank you for your feedback. I can confirm that this is already on our development list for a future release. We’re thinking of adding a default email template per Fee Category. What do you think? 
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Rachel Bruce

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Hi Timothy, that's great thank you.

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. 
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Rachel Bruce

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Likewise, I'd love to be able to have default settings that differ for private vs third party invoices at time of billing .

It seems that we can select to email or print invoices and receipts by default everytime or never for all acc types 

If we select neither, admin staff then have to remember to tick the email preference button for invoices when setting up a new third party billing account for patients and we have found that this gets overlooked which means the third party payer does not receive itemised invoices prior to receiving their statement. Third party payers need these in order to approve payments.