Setting up the billing statement options for a location

For each location, you can specify an alternate billing address that will appear on billing statements instead of the location's primary address. If you do not specify an alternate billing address for a location, the primary address for that location will be used. Also, for each location, you can specify the default state of the Add to Patient Connection switch that is available when you are generating billing statements. You can change the state of the switch as needed before you print or send a billing statement.

To set up the billing statement options for a location

1. If you are not already viewing the correct location, select it on the Location menu.

2. On the Settings menu, under Location, click (or tap) Location Information.

   The Location Information page opens.

3. Select the Billing Statements tab.

   

4. Do any of the following as needed:

   • To add an Alternate Billing Address that will appear on billing statements, click (or tap) Add Billing Address to display the options for entering contact information, and then enter the location name, mailing address, and phone number.

     

     Notes:

     • To switch back to using the location's address on the Basic Info tab, click (or tap) the Use location info address link.

     • Changes related to the alternate billing address are recorded in the audit log.

   • To set the default state of the option that controls the adding of a patient connection when you generate a billing statement, under Defaults for Adding Statements to Patient Connection, set any of the following switches to Yes or No:

     • Batch of billing statements - When generating statements in a batch (to get there, select Billing Statements on the Home menu).

     • Individual billing statements - When generating an individual statement (to get there, select Billing Statement on the Patient menu).

     • Walkout statement - When generating an individual statement while checking out a patient (to get there, use the Patient Walkout button on the Ledger page, and then select the Statement tab). By default, this switch is set to No because, in most cases, you may not want a patient's "last billed date" to be updated when you generate a walkout statement. Set this switch to Yes with caution.

     Notes:

     • Here, you are only setting the default state of the switches, when you are actually generating statements, you can set the switch to Yes or No as needed. Set the default state to be how you want to handle patient connections most often.

     • Adding a patient connection entry in a patient's record also adds a copy of the statement in the patient's documents and updates the patient's "last billed date," which affects which statements get generated if you generate a batch of statements using the Only generate statement if not billed since option.

5. Click (or tap) Save.