Accounts can be set to automatically generate patient and insurance payments, so users do not have to remember to perform this task. Every night at 11:45 PM (Pacific), the charges for the day will be processed. This feature is global and applies to ALL locations.
The charges can be viewed at Utilities > Generate Contract Charges > Generate Charges by Practice.
To enable this new feature, an administrator can take these steps:
- Go to Setup > Account > Account Info (New)
- Under the advanced tab, click “Edit”
- On the left under options, change “Auto-post Periodic Contract Charges” to “Yes”
- Click “Save”
Please Note: Auto charging will begin that night when the payment is due. The charges will be reflected in the patients’ ledgers as “Auto Charge on the next day.