How do I print a statement for an individual patient?

To print a statement for an individual patient:

1. Ensure the correct patient is displayed on the palette.
2. Open the Patient Account window (Shift+F9)
3. Select Patient Account - Print Statement.
4. Select the date range required and click OK.

How do I reprint a transaction?

To reprint an invoice:

The following forms can be reprinted using the same instructions; Single Assignment Forms, All Assignment Forms, PC1 Forms and Invoice / Receipts.

1. Place the patient or account holder onto the palette.
2. Open the Patient Account window.
3. Highlight the transaction to be printed.
4. Select Patient Account - Print (relevant option) eg Patient Account - Print Single Assignment Form.

How do I delete a transaction?

To delete a transaction:

1. Open the Patient Account window.
2. Highlight the transaction to be deleted.
3. Select Patient Account - Modify Invoice, Ctrl+M
4. Select the Delete tick box located in the bottom left corner of the window.
5. Click OK or press Enter. The Supervisor Password window will be displayed.
6. Enter the password and click OK or press Enter.

Can I create a message that will default on invoices?

To create a message that will default on invoices:

1. Select Setup â–º Accounting - Account Group.
2. Double click the Account Group for whom the default message is to be created for.
3. Select the Invoices tab.
4. Type the message that is to default into the Invoice Message field and click OK.

How do I write off an outstanding account for a patient?

To write off an outstanding account for a patient:

Credit Note is used to write-off balances from a patients account.

1. Place the patient or account holder onto the palette.
2. Open the Patient Account window (Shift+F9).
3. Select Patient Account - New Credit Note. The New Credit Note window will be displayed.
4. Select the Account Holder, Payment Level and Provider as required.
5. Click the cursor into the line under Service. A dropdown arrow to the right of the field will appear. From the dropdown list select the service the patient is being credited for, eg item 23.
6. The Description that will be displayed on the transaction is defaulted from the Medtech32 setup and usually states Credit

Note. This description can be changed for the transaction by typing directly into the field.

7. Tick the invoice to be credited from the Invoices section of the window.
8. If necessary, enter an annotation by selecting the Annotation tab. Type the annotation into the white area.
9. Click OK or press Enter. To print the credit note, highlight the credit note in the Patient tab of the Patient Account window and select Patient Account - Print Invoice / Receipt or press Ctrl+P.

How can I view a previous banking that has already been closed off?

To view a previous closed off banking:

1. Select Module - Accounts - Banking or click the Banking icon .
2. Select Banking - Filter, Ctrl+F or click the Filter icon .
3. Select the Previous radio button the select the tick box next to the banking you wish to view and click OK.

How can I print entries from the Address Book for a particular specialty only?

To print entries from the Address Book for a particular specialty only:

1. Select Setup - Agencies - Address Book.
2. Select Address Book - Filter.
3. Select the specialty required from the Specialty dropdown list and click OK.
4. Right click the mouse on the grid and select Print To followed by the OK button.