Guarantor question

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EHCS
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Joined: Tue Oct 02, 2012 10:34 am

Guarantor question

Post by EHCS » Thu Jun 05, 2014 12:16 pm

We have a Client that is a corporation and the facility does drug screens for them. So they are a guarantor for a few different patients. Is there a way to quickly apply a payment to a few different patients at a time instead of opening up each individual transaction screen. Right now we have to use the "snip-it" tool in windows to take a copy of all the different patients and then individually open them each up. It is so time consuming, I'm hoping we are just missing something obvious and there is a quick way to apply payments in that regard. If Billflash would use a custom procedure description we could just put the name of the patient in the procedure description line, but they do not so we have to put the charges on each of the patients so their names will appear on the statement......any thoughts??

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Gavin Walker
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Re: Guarantor question

Post by Gavin Walker » Thu Jun 05, 2014 1:33 pm

You can use the Deposit Entry window which will be a little more streamlined.
Gavin Walker
Walker Tek Solutions, LLC
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EHCS
Posts: 122
Joined: Tue Oct 02, 2012 10:34 am

Re: Guarantor question

Post by EHCS » Tue Jun 10, 2014 11:27 am

you still have to write down all the names or take a picture of it, correct? when you hit the F11 key there is no way to click on the name to bring them up or anything like that, is there???

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Gavin Walker
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Re: Guarantor question

Post by Gavin Walker » Tue Jun 10, 2014 2:04 pm

You can print the previous statement to a PDF and you can pull that up alongside the Deposit Entry window. If you use BillFlash, you can use the View Statements button to bring up previous statements in a PDF.

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