Report: Aged debtors report for outstanding invoice balances

Featured Completed

Follow

Permanently deleted user

• August 08, 2016 05:00

As a manager, I would like the ability to generate reports based solely on payment status. This way, I would be able to generate a list of patients which have outstanding invoices and have yet to make payments, in order for following up on these overdue accounts.

Outstanding amount need to be group and filtered by age. e.g. 0-30 days, 31-60, 61-90, 91+

 

Watch for:

• Medicare
• Hospital voucher
• Veteran affair
• Should have responsible party

Overdue account:

1. Should have state
2. And different notification for different state
3. Think of how we can add multiple note to invoice, track audits
4. Add invoice audit logs
5. Might think about adding dashboard for overdue accounts
6. Allow changing due date for invoice with some invoice
7. Think of how we can link invoice to appointment to enforce create appointment on check-out
8. Think of a way to enforce invoice outstanding reason, "Skip Payment"

4

• 

  Georgia Campbell

  • July 04, 2017 06:42

  Yes please this would be helpful to follow up outstanding accounts

  0

  Comment actions Permalink
• 

  Permanently deleted user

  • January 05, 2018 06:01

  Hi guys,

  Thanks for your patience! We've released our new Debtors feature, which is a fully integrated debt escalation feature. You can use this to set a workflow so that you know exactly when to follow up your accounts, you can track each invoice's progress, apply payments once they're made and - most importantly - communicate with your patient, all from the one place!

   

  Check out the article on our Knowledge Base:

  https://support.corepractice.com.au/hc/en-us/articles/333757011096-How-to-follow-up-on-outstanding-accounts

  Let us know what you think!

  0

  Comment actions Permalink

Please sign in to leave a comment.