The structure of this file is different from the correspondence section. Less information is required and it is intended to be for a Company addresses, rather than addresses of individuals. Anyone to whom you send a third party bill (the various ACC branches, Solicitors, Social Welfare etc) should be entered onto this Tab. Only parties entered on this Tab will show up for selection when you print a third party account.

Button

Function

New

Create a new entity that you are going to invoice or send reports to on a regular basis.
For One-off invoices you can use the 'Account To' option in Patient > Referral.  This option will not add the recipient to this list.

Edit

Modify the information for this party.

Delete

Remove the party from the list.  It doesn't actually delete the record as it will still be used for historical reporting.
Note - You cannot delete a party that has an invoice linked to it.  Merge the party with another.

Print

Print a list of all the Parties

Label

Print an address label for the selected party.

Merge

Merge two parties together.  Select the one you want to Keep then select the one you want to Delete.
All the invoices that are linked to the 'Deleted' party will now be linked to the 'Keep' party.
Note this is irreversible.

Search

Search the Code, Name and Description fields with the text you want to find.

Add a New Third Party Address

  1. Select New.
    A screen as below will display.



  2. Type the code for the third party. You may type up to six characters.
  3. Type the Company Name
  4. Type the full postal address where correspondence is to be sent
  5. Record a Contact Name, Phone and Fax numbers if required.
  6. Check the ACC Number box if this is required on the Invoice
  7. Check the NHI Number box if you wish to have the patient's NHI number displayed automatically on correspondence.
  8. If the party being entered requires "Combined Statements", tick the box.
  9. If you are using the Inventory System, and the party being entered requires a full stock list, then tick the box, otherwise only the Implant list will print.
  10. Select 'OK'.


Import/Export path

The export path for ACC invoices is set from Setup > System > File Locations > ACC eForm Location.  This is saved to System > ssy_AccXmlPath

Note that the export path for 3rd Party Schedules is stored as a Key in the Config table


Import/Export

Certify


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