Setting up invoice and statement formats
3 min
this section explains how to customise the printing formats used for invoices and statements you can use a default format for all invoices or statements set up a different invoice format for each payer set up a different invoice or statement format for each provider or each place of service note it is not necessary to go through the set up procedure described below, if you are happy with profile's default invoice and statement formats how to specify invoice and statement formats invoice formats can be specified at the payer level, the place of service level, or the provider level statement formats can be specified for the place of service level or the provider level step action 1 open the relevant payer, place of service, or provider record go to the financial view of that record 2 in the invoice format field, select the required format from the drop down list options are default use the standard profile invoice format simple use an alternate profile format, shorter than the 'default' one designer use a template that you have designed using the invoice and statement template designer a drop down list will appear in an adjacent field; select the desired template from this list letter use a letter template as the invoice format a selection field will appear; choose the desired letter template macro the printout will be governed by macro code you will need a good knowledge of macro programming to use this option a macro button will appear; click it and enter the macro code note for payers only, there is another option, null , which means to use the settings for the pos or provider instead of the payer see 'precedence rules' below 3 in the statement format field, select the required format from the drop down list the options for statement formats are the same as for invoice formats 4 click ok to save the changes (or apply to do so without closing the window) precedence rules when printing an invoice or statement, profile observes the following rules if an invoice has a payer identified, and that payer has an invoice format specified in its payer record, then that format is used if there is no payer, or if the payer has 'null' as a format specification, profile looks at the place of service record if the pos has the override provider box ticked, then the pos format is used if the pos record does not have the override provider box ticked, then the format specified in the provider record is used if none of the above records specifies a format to use, then profile's standard format (the one called default ) is used