statement management
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statement management
When I go to rebill statements that are older than 45 days, the previous one is getting rebilled. In the past, I was able to delete one of the statements and add the transactions to the most recent statement, however, the "add transaction" button is no longer in the edit statement window. I don't want to print out statements that are not past due yet!
Is there a setting that I have wrong? Or is this no longer available? I have V20 Advanced.
Thanks so much for your help!
- Gavin Walker
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- Location: Springfield, MO
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Re: statement management
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386
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- Posts: 62
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Re: statement management
- Gavin Walker
- Posts: 4626
- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
- Contact:
Re: statement management
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- Posts: 62
- Joined: Tue Oct 21, 2008 5:18 pm
Re: statement management
- Gavin Walker
- Posts: 4626
- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
- Contact:
Re: statement management
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- Posts: 62
- Joined: Tue Oct 21, 2008 5:18 pm
Re: statement management
The scenario happens, for example, when a statement is created and sent for a patient in March. The patient does not pay the statement. Further transactions are then processed and another statement is created and sent out in April. This statement does show the previous balance. Then, when I'm sending out past due notices, say in May, I choose to print all statements older than 45 days.
Prior to this version of Medisoft, statements would not print if there was a later statement. Now, I'm getting the March statement printing out as old, but not the April statement. I tried to correct this by deleting one of the statements and adding the transactions to the other statement, but I do not have an "add transaction" button on the edit statement window.
- Gavin Walker
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- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
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Re: statement management
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Re: statement management
- Gavin Walker
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- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
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Re: statement management
There must be at least one transaction for the selected guarantor that is not connected to another statement.
The transaction must qualify for the statement type, either standard or remainder.
You cannot add unbilled transactions to a billed statement or billed transactions to an unbilled statement.
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- Posts: 62
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Re: statement management
- Gavin Walker
- Posts: 4626
- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
- Contact: