Printer Friendly PDFSetting Up a Client for Periodic Billing
How to setup a client for monthly or periodic billing, and how to prepare a billing statement for a selected time period for that client.
Navigate to the Client Setup > Billing Setup layout for the desired client.
(1) Enter the Client Session Fee/Co-pay, and (2) select "Yes" for Bill Client if you wish to include this client in batch billing. (3) Fill in the Billing and Account Information for the client. Note: this example has no vaule for the Insurance Session Charge and therefore no insurance transactions will be created for this client. You can include an Insurance Session Charge and Insurance Share Expected if you wish, if this client will be using insurance coverage. The Default Client Payment and Default Client Type are not used when a client does not pay for a session at the time of the visit.
Proceed to the Sessions layout for the client.
After creating the very first session, (4) check the "Auto-create Charge" option, but leave the "Auto-create Payment" option unchecked. This causes TheraQuick to automatically create a charge every time you enter a session, but not a payment. (You may need to manually create the charge for the client's first session by clicking on the "Create Charge" button for that session.)
Optional: Review the account for the client to see what date interval will be required to capture the desired unbilled transactions.
In this example, the January 2009 sessions have not been billed, so we want to make sure the date interval we select for the report will include January 2009.
Navigate to the Reports section and select the Client Billing Tab.
(4) Enter the desired Statement Date for this billing statement, (5) choose one of the means of selecting the desired date interval to cover the date range for the unbilled transactions. There is no harm in choosing an interval that starts earlier or ends later since only unbilled transactions will be presented. However, the date interval is displayed as the "Billing Period" on the report for reference. (6) Click on the "Current Client" button in the row with the desired date interval to produce a billing statement for only the selected client. (You can produce statements for all clients marked for billing simultaneously by clicking on "All Clients" instead.) Optional: You can produce pre-addressed billing and return envelopes for this client by clicking on the "Print Envelopes" button.
Review the billing statement.
TheraQuick presents you with a preview of the billing statement as it would look when printed.
Navigate through the pages, or continue to the next step using the Navigate Preview window.
The Navigate Preview window (which appears over the report window) allows you to navigate through the pages of the report, if there is more than one. Click "Continue" to proceed with saving and/or printing the report. You will have the option to save it as a PDF, and then to print the report. After either saving or printing, TheraQuick will mark the transactions as "Billed."
Optional: Review the client's account to see the updated information.
The transactions that were included in the report are now marked as "Billed" in the client's account and the Statement Date you selected has been entered in the transaction record.