Creating Multi Recipient Invoices

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Adding Customers to Third Parties as [Members]


• Multi recipient invoices are used when raising invoices for third parties who are being billed for service to more than 1 patient.


• In order to be able to select the patient for the invoice, they must be a member of the third party.


• You can check if your required customer is a member by selecting the third party from the search screen and then clicking [Members].


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• To add a customer as a member, search for the customer, then select them.


• Click on [Modify] > [Third Party References].


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• Click [Add]


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• Add the required Third Party to the references, Click [OK]


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• Click [Save] to save your changes.


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Creating the Multi-Recipient Invoice


• To create a Multi recipient invoice, got to the [Third Party Tab] and select [Third Party Search].


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• Select the relevant Third Party, then select [Create Multi Recipient Invoice] from the Ribbon bar.


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• As you do in a normal invoice procedure, select the item from the right-hand pane to add it to the invoice.


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• You can use the [CTRL] key to select multiple recipients in the top panel of the invoice screen.


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• Once you are happy with your invoice, click [FrontDesk] to put it in the draft invoice queue.


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• To complete the invoice, got to the [Front Desk] Tab and select [Multi Recipient Invoices].


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• Select the invoice you’ve just created, then click [Post Group].


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• You will get a warning that you are about to post the group invoice, if you are sure you want to proceed, click [Yes].


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• Your invoices have now been posted to the Third Party with the relevant Patient Details.
• You can print a statement for the third Party which will give them details of individual invoices created.


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 NB. If you have created the invoices on the same day as you are printing the statement you will need to select today’s date during the statement creation.


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