The program is sent to you with the 2 default message sets - #P for privates and #Q for medaids. Standard messages have been entered which you should Edit using the Edit button to suit your requirements. See below for what makes an acct 'private' or 'direct'.
The basics of adding messages: On the Messages window (postcard icon on the menu bar), click the Add button. Give the message a name in the Message Name field, and write relevant messages for all the age categories. When you are done, click the Apply button.
The following tabs allow you to set up different types of messages as follows:
Private (not edi or direct): These accts include all those whose medical aid has not been switched on for either EDI or direct-paper-claims. These are messages that you would like to put on statements that go only to the patient or his representative and are not submitted by you either electronically or on paper.. Each set has 5 different messages for the 5 different ages (ie 120 days 90 days etc), each having 2 lines to use for the message content. If you have set on the bilingual option for statements in System Variables, then there will be tabs for the Eng and Afrikaans versions.
The default message set here has been given a key of #P and will be used as the default message for 'Private' accounts. Edit the messages we have put in here to suit but they will be something like this:
120 days – This account will be handed over
90 days - Very overdue - immediate payment needed
60 days - This account is overdue – interest will be added
30 days - This account is slightly overdue – pay now
Current – Terms 30 days - thank you
If you have groups of "Private" accounts which require different messages, you can add (Clicking the Add button) more sets here, using different message names (eg Message name = "Insurance Company Privates")
120 days –Still awaiting payment on this overdue account
90 days – Still awaiting payment on this overdue account
60 days – Still awaiting payment on this overdue account
30 –Still awaiting payment on this overdue account
Current – Please ensure your accounts dept processes this invoice
Other possible privates sets could be "RAF privates", "Deceased privates", "Prov Hosp privates", "Be kind to these privates" etc.
Medaid (edi or direct): These accts include all those whose medical aid has been switched on for either EDI or direct-paper-claims. These are messages that you would like to put on statements that are submitted by you either electronically or on paperg. Each set has 5 different messages for the 5 different ages (ie 120 days 90 days etc), each having 2 lines to use for the message content. .If you have set on the bilingual option for statements in System Variables, then there will be tabs for the Eng and Afrikaans versions. Note that the message is for the patient to read as the Medical Aid is not interested in reading messages.
The default message set here has been given a key of #Q and will be used as the default message for 'Medaid' accounts. Edit the messages we have put in here to suit but they will be something like this:
120 days – Your Medical Aid has not responded – you must pay
90 days - If your Medical Aid does not pay you must
60 days - Please investigate why your Medical Aid has not paid
30 days - Please investigate why your Medical Aid has not paid
Current – This has been submitted to your Medical Aid
You could also add a ‘IOD' message with messages to the commissioner! For example:
120 days – Please advise if any further documentation is required.
Current – Please please pleeeeese process immediately
All Ages: This is just a 2 line message used irrespective of the age of an account. You could use one of these for receipting purposes, for example "Thank-you".
Discount: This is a message that can take the discount parameters set up in System variables -> Payments , and apply them to a particular account. In System variables you must specify a discount % and the time period in which discount is offered (either Age5 which offers discount only on the current balance or Age4 on the 30 days + current balance).
Then set up the message using the parameters as follows:
[%] % discount on accounts settled within [^]
Discounted amount due is [$]
This will result in the message on the account reading:
10 % Discount on accounts settled within 30 days (variable set to 5, or 60 days if variable set to 4)
Discounted amount due is R900.00 ( if current balance is R1000)
If the balance has got older than the age variable chosen, then the message will revert to default messages for Private or Medaid.
Special for Patient: This is a message that applies only to 1 account. You will set this up on the Messages tab of the patient account. For example: "Mrs Smith please continue to keep up your payments of R50 per month."
Extra Lines -previously Custom lines (blank): This is a different kind of message altogether. It is not limited to the 2 lines of message that are on the account, but prints at the bottom of all accounts in addition to any other messages. When printing on Blank A4 sheets. it can be as many lines long as you want but when printing on pre-printed forms only the first 2 lines can be accomodated above the remittance advice.
This is the best place to put in your banking details.
