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.
|
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.
|
|