The problem: I’ve recently chased an outstanding invoice and the patient has promised that payment will be in the bank by the end of the month. So I don’t forget, can I set myself a reminder to check?
Healthcode’s reply:
Use the invoice tasks feature in ePractice Pro to add a note against the invoice and a date for you to follow this up.
Quick guide to setting an invoice task
- Use the Quick Menu to select Payment Tracking or access it through the Accounting menu.
- Select an invoice from the list and click on Manage transactions and then the Tasks tab.
- Select who the task is for from the drop-down menu at the top of the box.
- Select from the drop-down menu to link this task to a specific invoice or to a payor.
- Type the task into the Note box, use the calendar to set the follow-up by date and select task type from the drop-down menu or add one of your own to the list.
- Click Save.
- You can repeat the process to add new tasks.
- Other users can view any new tasks in the Notes tab against the patient’s details.
- Go to Credit Control and then select Task Tracking every day to see a list of tasks you need to complete
- Task dates turn red once they are overdue to reflect urgency. Once actioned, the practice manager can click complete and Save.
To discover how to add tasks and other ePractice features, sign up for our free 1-2-1 online tutorials with the Healthcode Academy. The Academy’s team of Product Specialists will guide you through our series of short, personalised training sessions, using your data to make the training as relevant as possible.
Click here to enrol in the Academy and book a time to suit you.