Decide on the preferred method to send statements for example:
This preferred order is saved in the system settings
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.
Click Document to create a letter for that account. A list of document templates will appear e.g. bad debt letter.
Click Alert Note to create an alert for that patient. This will appear when you make an appointment or open the patient’s details.
Click Post-it Note to create a reminder that will appear when you open that patient’s clinical notes.