Creating Batches for posting payments
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- Posts: 2
- Joined: Mon Jul 06, 2009 6:52 pm
- Location: Sebastopol, California
Creating Batches for posting payments
Is there any way to create a batch when posting payments? This would be especially helpful right now as I am unable to close my Medisoft due to a glitch in my system (Tech has not yet been able to resolve) - I get a fatal error when I completely close out. If I don't - payments from different dates still appear on my day sheet. I would also like to see the charges day sheet separate from the payments day sheet - with the same information on them as they currently are.
- Gavin Walker
- Posts: 4626
- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
- Contact:
As far as the error when you close. I would start by uninstalling everything related to Medisoft, Advantage, Crystal, and Focus Reports. If you have old versions of Medisoft, uninstall all prior versions in the reverse order that they were installed in. Then, reinstall the latest service pack for your version of Medisoft.
If you are on Medisoft v15 Advanced or Network Pro or have Focus Reports, we have the ability to modify the patient day sheet for you. We charge $150/custom report.
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386
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- Posts: 2
- Joined: Mon Jul 06, 2009 6:52 pm
- Location: Sebastopol, California
batches
Why should it be necessary to create a 'custom' report if all you want to do is separate your charge report from your payment report?
- Gavin Walker
- Posts: 4626
- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
- Contact:
You can name a payment batch by filling in whatever you want in the batch description. Be careful what you enter here. Some statements in Medisoft will print this description out.
When I refer to \"custom\" report, I simply mean creating a report template that does exactly what you want. While the reports that come with Medisoft work for most people, some require a custom report. If you purchase Medisoft Reports Pro, you can modify all the reports that come with Medisoft to create your own custom reports if you like.