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 standard address. If you do not specify an alternate billing address for a location, the existing address for that location will be used. Also, for each location, you can specify the default state of the Add to Patient Connection toggle that is available when you generate billing statements.

Note: If set here, you can still change the state of the toggle as needed when you print or send a billing statement.

To set up the billing statement options for a location

1. On a location's Location Information page, clicktap the Billing Statements tab.

   

2. Complete any of the following as needed:

   • To add an Alternate Billing Address that displays on billing statements, clicktap Add Billing Address to display the options for entering contact information, 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, clicktap the Use location info address link.

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

   • To default whether a patient connection is added when you generate a billing statement, under Defaults for Adding Statements to Patient Connection, set any of the following toggle switches to Yes or No:

     • Batch of billing statements - If set, a connection is added when you generate statements in a batch from Home > Location > Billing Statements.

     • Individual billing statement - If set, a connection is added when you generate an individual statement from Patient > Financial > Billing Statement.

     • Walkout statement - If set, a connection is added when you generate an individual statement while checking out a patient from the Patient Walkout button on the Homepage.

       Warning: This toggle switch is often 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: 

     •  Set the default state to be how you want to handle patient connections most often. Regardless of your default settings, you can set the toggle switches to Yes or No as needed when actually generating statements.

     •  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.

3. ClickTap Save.