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Status Phrases
| • | Provided the ability to save custom status phrases. Click <Edit Lookup List> from the Status dropdown box on the top of the data entry screen. The original phrases are deemed built-in and are not editable and can't be reordered. New phrases can be set to close the account, reopen it, or do nothing. |
Receipts
| • | Provided a button to print a basic receipt for any individual payment from a patient's account without printing the whole account again (on the Payments tab). This is just to the left of the Add button above the Bank column. |
| • | Provided a button to print a generic receipt for a Miscellaneous payment and for a Batch payment. The button is found on the bottom of the respective editing windows. |
Payment Types
| • | Provided the ability to edit the list of Payment Types as a lookup list. For each payment type you can specify whether such payments should appear on a banking slip. New payment types may be added and redundant ones deleted. |
Co-Payments
| • | Adjusted the entry of payments to allow tabbing into the Co-payment checkbox. This can then be ticked or unticked using the keyboard spacebar. |
| • | When entering a co-payment, the b shortcut inserts the co-payment amount owing, and if entering a standard payment, the b shortcut enters the total owing excluding the co-payment. Previously the total owing was entered in both cases, without reference to the co-payment amount. |
| • | When printing a receipt for a co-payment, the appropriate message will be inserted depending on whether the co-payment is paid, part paid or overdue. Previously it was assumed to be either not paid, or fully paid if any amount had been received from any source. |
Prepaid Accounts
| • | If a payment is entered before the account is issued/printed (no Account Date exists), the status is changed to 'Prepaid (in part/in full) - not yet issued', and the account is left open. The status should then be changed manually to close the account. |
Miscellaneous
| • | Added a RECALC button to the payments tab to recalculate the amount owing and payment status in the rare event that this is not updated automatically. |
| • | After deleting a payment, the Payment Status is set to either 'Awaiting payment' or 'Overdue' depending on the time since the Account Date. Previously the status was set to the generic note 'Unpaid'. |
| • | When deleting a batch payment, the word DELETE must be entered. Previously a click was enough. |
Payment Reports
| • | Displayed GST in the printed List of Payments (and removed the redundant Type column). |
| • | Provided the ability to select one of several optional fields to show on the List of Payments report (replaces previously mandatory DrsLogNumber). Select the field in the Options form - Banking page. Any valid field name may be entered, although only a few are provided in the list. |
| • | Added a GST column to the Group Practice Payment Summary. This allows easily identifying which doctors received GST within a specified time period. |
| • | Added optional report notes to the top of the brief and detailed GST reports. |
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