User Details

Merge Code

Name

This is a display field only and cannot be changed due to licencing issues.

User Fullname

<userfname>

Qualification

Enter the qualifications for the provider. These will automatically print on prescriptions. A merge code can be inserted in

User Qualifications

<userqualifications>

Specialty

Enter the specialty of the Provider.

This will print on the Appointment label.

Not available

        Practice

Name of the business the Provider is practicing as.

Address

Enter the address of the Provider. This will print on prescriptions and the ARTP.

User Address (one line)

Phone

Enter the phone number for the Provider. This will print automatically on prescriptions and the ARTP.

User Phone

<user phone>

Fax

Enter the fax number for the Provider. This will print automatically on prescriptions and the ARTP.

User Fax

<user fax>

Paper Size

Invoice

Receipt

Set the paper size for receipts.

Statement

Set the paper size required for Statements.

Tests Ordered

Set the paper size required for Tests Ordered.

Rounding

If you require a rounding process to be applied to invoices, rounding can be applied.

Amount

Enter the dollar amount to round to e.g. 0.50 (50 cents)

Process

Select the rounding process required. Choose from:

• • None
  • Down
  • Nearest
  • Up

Default Bank Accounts

The list of available bank accounts is filtered to only display bank accounts that are either Practice / Shared or Practice / Individual where the Provider is selected as the User see BANKING

Receipt

Select the default bank account for Receipts (cheques, cash and direct credits) from the drop down list.

Expense

Select the default bank account for expense entries (including refunds) from the drop down list.

EFTPOS

Select the default bank account for EFTPOS receipts from the drop down list.

Financial

Set Fees GST Inclusive

Prompt for Debt write-off under $

When the Checklist option is performed, in Office > Invoices, a prompt will appear if a patient has a debt balance that is less than the amount specified.

Prompt for Debt Collector after

When the Checklist option is performed, in Office > Invoices, a prompt will appear if a patient still has a debt owing after a specified number of statements have already been sent.

This field is for future use and is not currently functioning

Prompt for Debt Collector over $

When the Checklist option is performed, in Office > Invoices, a prompt will appear if a patient still has a debt owing after the number of statements specified in the above field have already been sent AND the amount owing is over the amount specified

This field is for future use and is not currently functioning

Minimum Operation Fee

Suppress Statement after x Statements

Specify the number of statements that would be sent before no further statements are generated.

It is expected that once you pass the debt to a debt collector you will no longer be sending statements.

This field is for future use and is not currently functioning

Suppress Statement under $x

Specify the value of the debt outstanding under which you will not send a statement as a reminder.

This field is for future use and is not currently functioning

Remind Fee on hold after x days

Specify the number of days that can pass after a Fee was placed On-Hold after which a reminder will appear each time you run the Check-List option in Office > Invoices

This field is for future use and is not currently functioning

Remind Credit Balance after x days

Specify the number of days that can pass after a Credit was placed on the patient's file after which a reminder will appear each time you run the Check-List option in Office > Invoices

This field is for future use and is not currently functioning

Balance Date

Specify the date of your end of Financial Year.

Print Credit Card Details

If the Provider accepts payment by Credit Cards and you require the Credit Card details to print on Invoices and Statements, check this option and then select the options of Amex or Diners as required.

Print Bank Account Details

If you require the bank account details to print on the Remittance advice section of Invoices and Statements, check this option on. The details for the default bank account for receipts will then be included.

Letterhead on Invoices

Letterhead on Buyer Created Invoices

If you produce Buyer Created Invoices for Assistants or Sub-Contractors and require a letter head to be printed on these invoices, check this option on.