The ‘Invoice Follow Up Processing’ utilitiy offers a simple method to print off all outstanding debtor invoices for a particular stage.

Sites are able to set up multiple stages for following up of invoices, the number of days from the previous stage to invoke follow up action, and comments for each stage, defined in the ‘Outstanding Debtors Follow Up Parameters’ under: 

Debtors menu -> 12. Parameters Maintenance -> 4. Invoice Follow up Parameters (Global) or 5. Invoice Follow up Parameters by Site



Multiple stages can be set up. The row number corresponds to the Stage number e.g. Row 2 = Stage 2.

e.g.
Row 2 (Stage 2):
Second reminder:
15 days after the first reminder to invoke follow up action,
Comments:
Final Demand: This account remains outstanding despite previous requests for payment. Please settle immediately otherwise the account will be forwarded to out debt collection agency which could result in additional costs to you.
For account queries call Hospital Finance (03)9342 8027                      

NOTE: the comments will appear on each of the printed patient invoice.

To invoke a stage’s follow up:·        
  1. Debtors menu -> 4.Invoice Follow up Processing·        
  2. Field 1, enter * to process batch·        
  3. A pop message will display: “Process all invoices at the requested stage. Continue Y/N?”·        
  4. Enter Y to continue·        
  5. In Field 9, enter included patient category; or leave blank (by pressing ENTER) which will print all invoices·        
  6. In Field 10, enter excluded patient category; or enter ‘\’ to move to the next field
  7. In Field 11, enter site; or leave blank (by pressing ENTER) to include all sites·        
  8. At the Options line, type ‘N’ to enter notes if required·        
  9. At the Options Line, type:
  • P1 if you want to print stage 1 oustanding invoices  
  • P2 if you want  to print stage 2 oustanding invoices  
  • P3 if you want to print stage 3 oustanding invoices  
  • etc.