Billing Defaults

Billing defaults affect default options for Batch Billing statements sent via the Billing List. More defaults can be set in Manage Module Preferences.

To edit billing default settings:

  1. In the Manage Module, click Billing.
  2. From the Billing Options window select Defaults under Dunning Messages, or from the Billing List select Defaults above the Send button.

    Only electronic billing settings can be edited when accessing defaults from the Billing List.

  3. Select options then click OK to save.

Start Date Last ... Days: The number of days of account history that will show on each statement. This value will be used to calculate the default Start Date on the main Billing Options window. For example, if Start Date Last is 45 days, then the start date printed on the statement will be 45 days from the date the statement is generated. Any transactions completed prior to this date will be totaled as a single line item, Balance Brought Forward at the top of the patient account grid.

Intermingle family members: Determines how family account history is grouped on statements. This setting also determines the default setting for the Intermingle box on the main Billing Options window.

Note: Electronic Billing (statements by a third party) are always intermingled.

General Message: The default message that shows at the bottom of statements (and above the dunning message) generated using the billing list. The only variable available for this field is [installplan]. There is a 500 character limit (including the installment plan terms if used).

Electronic Billing: To set up Electronic Billing (electronic statements), enter electronic billing information.

Note: If you select an option other than No electronic billing, when you generate the billing list, the default delivery mode for statements will be electronic. However, if a patient has a billing type that is designated as E (email), the default delivery mode will still be Email (not electronic).

The other fields which are editable depend on the electronic billing option selected.

Email Statements: The default subject and message for statements that are emailed via the billing list or Account module. The following variables are available:

Invoice Note: The default note that will appear on Invoices sent in the Account module.