Debt Chasing Menu

Process Accounts

To start the debt chasing process set the Next Action to the desired stage or press Start Chasing this Debt buton on the Accounts screen.

There are 6 possible Next Action statuses:

Next Action	Explanation	Letter Produced	Automatically occurs:
DOR	Dormant - reminders are not sent	No	-
ACC	Send out Account	Yes	-
1st	Send First Reminder	Yes	3 weeks after ACC
2nd	Send 2nd Reminder	Yes	3 weeks after 1st
Fin	Send Final Reminder	Yes	2 weeks after 2nd
BAD	Write off Bad Debt	No	-

Marking an account anything other than DOR on the debt chasing status starts the debt chasing process.

First Process Accounts Before Print Run.

This automatically changes the Next Action status on all accounts where the allotted time has expired.

Print Accounts

All newly generated invoices can be produced here. Space at the top of the letter is left so that headed paper can be used if required.

The letter text, footers display settings can be edited from the Setup Debt chasing Letter Text menu.

Details of Printed Accounts

Details of all accounts printed today are shown here.

Bad Debts

Shows all debts marked as BAD. Note that the debt chasing tool will never mark debts as BAD automatically, instead the debt must be written off from the patient accounts screen.