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:·
- Debtors
menu -> 4.Invoice Follow up Processing·
- Field
1, enter * to process batch·
- A
pop message will display: “Process all invoices at the requested stage.
Continue Y/N?”·
- Enter
Y to continue·
- In
Field 9, enter included patient category; or leave blank (by pressing ENTER) which will print all
invoices·
- In
Field 10, enter excluded patient category; or enter ‘\’ to move to the next
field
- In
Field 11, enter site; or leave blank (by pressing ENTER) to include all sites·
- At
the Options line, type ‘N’ to enter notes if required·
- 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.