Patient Accounts and Receipts

When doing private billing on two or more computers, once you have clicked 'Account' or 'Receipt', finish the billing process immediately. This will prevent the 'Record Lock' message on other computers.

Adding a New Patient - 'State' Field

When adding a patient, if you live in e.g. South Australia and don't wish to have another state appear in the 'State' field by default, complete the following -

1. Type your state (e.g. SA) in the 'State' field.
2. Right-click on the field. This will bring up a small menu (please disregard this menu).
3. Right-click a second time. 'Set as default' will appear. Left-click on this.
4. A menu will ask you 'Do you want to set the default state to SA?' Left-click Yes.

Billing for Country Hospitals

Some surgeries handle this by setting up the hospital as an 'Other' institution. Each patient seen in hospital is billed to the hospital using 'Invoice to Other'. At the end of the month, or whenever accounts are sent to the hospital, a detailed account may be printed from Processing - Receipt Institutional Payments - Other Institutions. Using the sort order of 'Surname' and a statement type of 'Summary and Details' allows the printing of a comprehensive statement for either 'All Outstanding' or those who fall within a particular date range.

Printing Patient Accounts on A5

1. On the Menu bar click Admin - Printer - Setup.
2. Change the paper size to A5. Make sure you have A5 in the printer.
3. Click OK.