Account Notes Setup allows you to customise the notes for each Account Type according to how long the account has been outstanding.
These notes print on the bottom of each Account Statement. In most cases, you will want to make stronger statements about the requirement to pay as the account becomes older.
The program only attaches one set of these notes to each Account Statement: that set being the notes related to the most outstanding part of the account.
Customizing Account Statement Text
There are 2 sections on an account Statement that can be customised to wording suits your clinic. These changes are done on a per Account Type basis, so each of your Account Types can have different text if required.
To customise your account notes text:
- Go to the RxWorks Task Panel.
- Select ‘Reports.’
- Click ‘B: Accounts, Revenue & Tax Analysis.’
- Click ‘Account Notes.’
- Select the Account Type you wish to edit the text for.
- Edit the Opening Paragraph Text and the Current, 30 days, 60 days, and 90 days Account Notes fields as desired.
Account Notes Window – The Fields
To Start, select the Account Type you wish to set up notes for.
Opening Paragraph Text
This text will appear on every statement.
Current Account Notes
Appears on statements for clients who have no outstanding balance.
30 Days Account Notes
Appears on statements for clients who have an outstanding balance of no more than 30 days.
60 Days Account Notes
Appears on statements for clients who have an outstanding balance of no more than 60 days.
90 Days Account Notes
Appears on statements for clients who have an outstanding balance of 61 days or more.
Do Not Show Notes If Part Payment Made
If checked, Account Notes will be omitted for clients who have made any payment (i.e. part payment) in the period specified.