Statements
Statement Set up
Decide on the preferred method to send statements for example:
- Email to account holders if an email exists
- Txt account balance if a mobile number exists
- Print for the remaining account holders
This preferred order is saved in the system settings
Text Message Setup
The default text to be sent is #Account Holder# You account balance is #balance#. #Practice# #Phone#
(n.b. The tags #text# are replaced by actual values)
This message can be changed by entering your own message in the system settings.
Sending Statements
- Choose whether to include Organisations as well as patients
- Highlight all the account holders that you wish to send statements
- Click on Statements