Printer Friendly PDFUsing Therapist and Client Comments on the Client Billing Statement
How to add a Therapist or Client-specific comment to the client billing statement (including how to add the comments to customized layouts in the TheraQuick Reporter)
To place a Client-specific comment on the billing statement, navigate to the Client Billing Setup
Navigate to the Client Activity > Setup > Billing Setup layout. Be sure that "Bill Client" is set to "Yes." The new "Optional Message" field will appear. Enter the message you wish to add to the Client billing statement. (More than one line of text can be entered, and it will be displayed when you click in the field. It will also display properly on the Client statement.)
The Client-specific message will appear only on that client's billing statement
Billing statements for that client will contain the message entered in that Client's Billing Setup.
To place a comment for all Clients for a Therapist, navigate to the User Billing Statement Format layout
Navigate to User Settings > User Display Info > User Billing Statement Format. Enter the message you want to appear on all (that Therapist's) Client statements in the "Message on All Billing Statements" field.
The Therapist message will appear on a Client's statements
The Therapist message will appear on a Client statements for Clients of that Therapist.
In the TheraQuick Team edition, a Master message can be used.
Navigate to the Master Settings > Master Display Info, Master Billing Statement Format. When a Master message is entered and "Use as Master Data" is set to "Yes," this message overrides all Therapist's messages and will appear on all Client's statements.
Placement of comment fields on the TheraQuick Reporter layouts
If you use the TheraQuick Reporter and you wish to use Client or Therapist comments, you can place the fields tq_User::User Client Statement Message_Display and tq_Client::Client Statement Message onto your layout, in the Trailing Grand Summary part. If you have not made any changes to your TheraQuick Reporter layouts, you can use the new TheraQuickReporter.fp7 file distributed with the TheraQuick 1.8.2 update. Alternatively, you can copy and paste these fields from the layouts in the new file into your own TheraQuickReporter.fp7 file. Note: Be sure to place these fields on ALL layouts within a group.