Billing to Debt Management (Web App)

The Promise to Pay function allows the Debtor to make an agreement with the Practice to make any necessary payments. There are many scenarios where the Practice and the Patient may go into a Promise to Pay agreement, for example, when the Medical Aid does not cover the cost or when the Medical Aid funds are depleted, then the Practice can use the Promise to Pay function. The Promise to Pay function makes n note that the Debtor/Patient will pay by a certain date and will then remind the Credit Controller/Receptionist to take further steps if payment has not been received by the agreed-upon date.

• This user manual will start on the Account Details screen.
  

• For more information regarding the Account Details screen, please refer to the user manual: Account Details Overview.

• The Account Details Sidebar will be open by default.

• For more information on how to navigate to the Account Details Sidebar, please refer to the user manual: Account Details Sidebar.

• Click on the Promise to Pay button.

• The Promise To Pay screen will open.
  

• An explanation of the Promise to Pay screen will be given:

• The Guarantor Promised to Pay the Selected Outstanding Invoices on: The day on which the person who is responsible for paying the account has agreed to settle the debt owed to the Practice.
• Click on the The Guarantor Promised to Pay the Selected Outstanding Invoices on: field.

• The Date Picker will open.

• Click on the desired date to make a selection.

• Refusal to Pay: The debtor is refusing to pay the money owed to the Practice.
• Click on the Refusal to Pay checkbox to indicate that the user refuses to pay the outstanding Invoices.

• The information on the outstanding invoices will be divided into columns:

• An explanation will be given for each column:
• Invoice: An invoice number is given to a posted invoice and may be used as a system reference, in communications, and to view the audit trail associated with that number.
• Trans Date: The Date that the service took place at the Practice. 
• Patient Name: The full name of the Patient to whom the Invoice was billed.
• CCA Status: The current position in the Credit Control Assistant process at the Practice.
• Amount: The full amount that was billed on the Invoice.
• Patient: The Total Amount that the Patient is still liable for.
• MA: The Total Amount that the Medical Aid is liable for.
• Total: The Total amount that still has to be paid on the outstanding Invoice.

• Click on the Close button to exit the Promise to Pay screen without creating a Promise to Pay for the selected Invoices.

• Click on the Save button to create a Promise to Pay on the selected Invoices and exit the Promise to Pay screen.