The Patient Billing window displays a list of patients with outstanding balances and enables you to monitor the sending of invoices and reminders to these patients. You can send a first bill and then up to three reminders to patients with outstanding balances. The templates for the bill and reminders can be found in Document Manager > Standard Letter Templates > Patient Billing Templates.
To access the Patient Billing window, select Utilities > Patient Billing from the Main Menu.
To send the first bill to patients:
Select Are due to be sent the 1st bill.
Click List Patients.
Click Generate Letters to generate the first bill for all patients in the list. If you want to send letters only to specific patients, select them from the list before you click Generate Letters.
When the letters have been generated, they can be printed and sent.
To send the first reminder to patients:
Select Have been sent the 1st bill and set the number of days ago that the first bill was sent.
Click List Patients.
Click Generate Letters to generate the first reminder for all patients in the list. If you want to send letters only to specific patients, select them from the list before you click Generate Letters.
When the letters have been generated, they can be printed and sent.
To send the second reminder to patients:
Select Have been sent the 1st reminder and set the number of days ago that the first reminder was sent.
Click List Patients.
Click Generate Letters to generate the second reminder for all patients in the list. If you want to send letters only to specific patients, select them from the list before you click Generate Letters.
When the letters have been generated, they can be printed and sent.
To send the final reminder to patients:
Select Have been sent the 2nd reminder and set the number of days ago that the second reminder was sent.
Click List Patients.
Click Generate Letters to generate the final reminder for all patients in the list. If you want to send letters only to specific patients, select them from the list before you click Generate Letters.
When the letters have been generated, they can be printed and sent.