The Linked Invoices sidebar provides a central place where staff can quickly action communication, account management and workflow updates for a selected Linked Invoice. The functionality helps staff streamline patient and Debtor engagement by placing essential communication tools like SMS, Email, Call, WhatsApp, Notes, Payment Requests and CCA Status in one accessible panel.
The purpose of the Linked Invoices sidebar is to ensure that all follow-up actions relating to an outstanding or linked account item can be completed without navigating away from the Add/Edit Payment Plan Screen. Staff can immediately review Patient demographics, contact details, Medical Aid information, and outstanding balances, and then act using the most suitable method.
💡Please Note: This feature is not available to all users and must be requested to set up for your Practice.
Web App:
Roadmap: NW > MOD Reports - S Reports > T Payment Plan Management - S Payment Plans >> Payment Plan - S Add/Edit Payment > T Linked Invoices - S Linked Invoices > SB Linked Invoices