Account Receivable

We need account receivable function.

Discussion with Kenny on 24/1/17

Someone in the clinic has to check whether the outstanding balance is the one we need to follow up to the patient or not.

Medicare, Cancellation Fee, HV, VTA should be excluded from the sending list.

Receptionist needs to write a note for the outstanding balance and reason in the invoice's notes.

There are 2 method (opt out method and opt in method)

- Opt out method -

Pros: risk to send patients to whom we should not send

Cons: practice managers will be more more aware of that / we do not miss outstanding balance reminder

- Opt in method

Pros: NO risk for us making patient unhappy for sending out reminder by mistake

Cons: Someone from head office has to monitor all the time

Dashboard:

At the moment there is no link to the patient card

Medicare, HV, VTA, cancellation fee should be clearly displayed.