Billing Defaults

In Billing, click Defaults.

Alternatively, in the Billing List, at the lower right, click Defaults for a limited view that only allows changing the Electronic Billing section.

In addition to the above defaults, there are more in Manage Module Preferences.

Start Date Last ... Days: The number of days of account history that will show on each statement. This value will be used to calculate the default Start Date on the main Billing Options window. For example, if Start Date Last is 45 days, then the start date printed on the statement will be 45 days from the date the statement is generated. Any transactions completed prior to this date will be totaled as a single line item, Balance Brought Forward at the top of the patient account grid.

Show all transactions since zero balance: If checked, all transactions since the last date the account balance was zero will print on the statement.

Intermingle family members: Determines how family account history is grouped on statements. This setting also determines the default setting for the Intermingle box on the main Billing Options window.

Note: Electronic Billing (statements by a third party) are always intermingled.

General Message: The default message that shows at the bottom of statements (and above the dunning message) generated using the billing list. The only variable available for this field is [installplan]. There is a 500 character limit (including the installment plan terms if used).

Electronic Billing: See Electronic Billing.

Email Statements: The default subject and message for statements that are emailed via the billing list or Account module. The following variables are available:

Invoice Note: The default note that will appear on Invoice sent in the Account module.

SMS Statements: The default message for SMS (text) messages sent via the billing list. The following variables are available.

Send text message for these modes: Set the default modes to send additional text messages to when generating statements from the billing list. The text message can include a clickable link the patient can use to make an online payment. Integrated Texting Feature must also be enabled and patient must be set to accept text messages.