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Post by mjhervey on Sept 29, 2015 11:34:17 GMT -6
Are we able to have more than one invoice type:
Invoice and Invoice without insurance? If so, how does that show up in the billing tab? Do you have 2 buttons to choose from? Any help is appreciated!!
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Post by KizerOpt on Sept 29, 2015 12:17:36 GMT -6
you have choice in setting up/modifying invoices in Admin to show how you want on invoices with or without insurance. Not selection to not show insurance from invoice, except when printing transaction history. Example: you may want to leave off all insurance info on invoice if nothing is billed to insurance. You can remove that from invoice in Admin.
Karen
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Post by mjhervey on Sept 29, 2015 12:27:55 GMT -6
If I make that change, will all invoices print that way unless I change it back in admin? Can I have it set up to choose either way when I am in the billing section?
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Post by KizerOpt on Sept 30, 2015 8:55:09 GMT -6
that will apply to custom view selection in billing (down at bottom of invoice, print options). generally invoices will print with all information. When you set up in Admin, you make the choice there how your Custom view invoices will look. You can choose the custom view as default there also. You can choose custom view on each invoice if you prefer to do it as you go.
Karen
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Post by vaderkty on Oct 8, 2015 9:08:51 GMT -6
We only use custom invoices because pt's and staff found the regular ones to be "too busy". It's trial and error and some help from crystal goes a long way but all is well with our invoices for flex spending and insurance billing for the patient's.
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