Billing to Debt Management (Web App)

An Invoice can be adjusted in two scenarios: If the Patient's Medical Aid does not cover the billed amount, the Practice can transfer the outstanding balance to the Patient. If an amount was initially invoiced for the Patient to pay but the Medical Aid agrees to cover it, the Invoice can be shifted to the Medical Aid instead.

• The contents of this user manual will consist of the following information:
• Invoice Shift

• This user manual will start on the Debtors screen. 

• Click on the desired Debtor.

• The Debtor's sidebar will open.
  

• Click on the Account Details button.

• The Account Details screen will open.
  

• Double Click on the desired Invoice.

• The selected Invoice will expand.

• Click on the Actions button.

• All available Actions will appear.

• Click on the Shift Amounts button.

• The Invoice Shift screen will open.

Invoice Shift

Shifting of Invoices allows the Practice to change who is liable for payment of the Invoice.

• Click on the Shift Entire Amount to Medical Aid button to shift the entire outstanding amount from Patient Outstanding to Medical Aid Outstanding.

• The Patient Outstanding Amount will be moved to the Medical Aid Outstanding Amount.

• Click on the Shift Entire Amount to Patient button to shift the entire outstanding amount from Medical Aid Outstanding to Patient Outstanding.

• The Medical Aid Outstanding Amount will be moved to the Patient Outstanding Amount.

• Enter a Reason for Shifting the Amounts in the Reason field.

Please Note: For the function to work, a Reason must be provided.

• Click on the Save button to any Save changes the made.