Since
the update, we can no longer easily re-print or email our clients a receipt
containing their completed class packs to take to their health funds to
claim.
Posted 2 years ago
Timothy, Business Care Manager
Hi Lee
We're certainly listening to our customers and we have got the message that previous functionality that allowed you to create a new invoice based on a selection of transactions was a handy feature in the scenario you've described. It should be noted that the same functionality also caused accounting issues by having the same transactions appearing on different invoices with different invoice numbers. In smaller practices this could be managed, but as the number of transactions increased in larger practices, this caused some issues.
You'll be happy to know that we are currently working on new functionality that will allow a statement to be created with invoices from a selected group of transactions, as per the image below. We hope to have this release out shortly.
We strongly believe that the enhancements to the accounts receivable engine are important and will create efficiencies for almost all our practices. For others, there may be a small cost to pay to comply with best accounting practices.
Due to the new email and batch email functionality in the accounting system, we strongly suggest that practices start collecting email addresses and emailing these documents, rather than printing them. Patients will generally be making these claims online electronically with their health funds.
We're certainly listening to our customers and we have got the message that previous functionality that allowed you to create a new invoice based on a selection of transactions was a handy feature in the scenario you've described. It should be noted that the same functionality also caused accounting issues by having the same transactions appearing on different invoices with different invoice numbers. In smaller practices this could be managed, but as the number of transactions increased in larger practices, this caused some issues.
You'll be happy to know that we are currently working on new functionality that will allow a statement to be created with invoices from a selected group of transactions, as per the image below. We hope to have this release out shortly.
We strongly believe that the enhancements to the accounts receivable engine are important and will create efficiencies for almost all our practices. For others, there may be a small cost to pay to comply with best accounting practices.
Due to the new email and batch email functionality in the accounting system, we strongly suggest that practices start collecting email addresses and emailing these documents, rather than printing them. Patients will generally be making these claims online electronically with their health funds.
Julienne Locke
Tony Taddeo, Managing Director
There is no problem post billing you clients as you have done in the past, the only difference will be that the date of the invoice will be the date the invoice is raised, with the date the patient was consulted against each item on the invoice. You can then send your invoices as per Andrews post above. Tim will confirm this when he sees your post.
The extended beta process went well and with more than 200 practices now using the pre-release version, we have had feedback in regards to being able to 1) create a special statement with selected invoices for practice wanting patients to claim a group of consults/sessions, such as a series of classes (as per this original post) and 2) WA Workcover preference for invoices to be individually attached to emails rather than in one document, with not more than 10 invoices per email to be compatible with their automated invoice processing system. Both these items will be addressed with an update early next week.
I refer you back to user comments regarding the update to the accounts receivable functionality from users who are actually using the new version;
https://community.smartsoft.com.au/smartsoft/topics/frontdesk-update
We are happy to walk you through your billing scenario from end-to-end using the demo copy of the software that we have provided you.
regards
Tony
Timothy, Business Care Manager
In Stride Health Clinic
Andrew, Community Manager
We are finalising a release of Front Desk which will allow users to consolidate invoices. For example, if you have billed a patient four times over a month it will consolidate these into a single invoice, so long as you have not issued the invoices previously.
We are suggesting users continue to use invoices for third party billing, with statements used only where a summary of invoices is required.