As a coreplus case manager user generating an invoice for a child client, I would like to have a "Recipient" field for family members
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tj@coreplus.com.au
As a practitioner/ specialist that has children clients, it would be useful to have a "Recipient" that pulls through Family Member contact details so that we can bill the parents.
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Matthew O'Carroll
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Hey All,
Coreplus has recently added the ability to mark one family member as the Invoice Recipient for another client (i.e. child clients etc.). This means only a single family member can be set as the Invoice Recipient of the Client.
In addition, you will need to create an invoice template where the Invoice Recipient is set to "Family Member" to have the saved Family Member's contact details pulled through to the respective Invoice/s.
Thank you for your feedback on this idea.
Kind regards,
Matt on behalf of the coreplus team.
Mush
Merged in a post:
As a coreplus user creating an invoice template, I would like the "Recipient Window" to be enabled for editing.
tj@coreplus.com.au
As a medical practitioner/ specialist who has children clients, it would be useful to have the "Recipient Window" in the invoice template to be editable so that the information (Name and Address) can be addressed to the parent of the child when the invoice is printed out and put in an envelope.
Mush
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Invoicing - Adding Family option to Invoice Recipient
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Maree Rowan
Is it possible for a future update to have the Family Option used in the Invoice Recipient drop down when creating an Invoice. As most of our clients are children we would like the Billing on the invoice to be a Parent or Guardian. I know a similar option is available when doing a Medicare Invoice but not all consultations are Medicare. Thanks.
Mush
Merged in a post:
Link parent and child so quicker to do medicare claims
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leefrances@bigpond.com
Too slow to press lots of buttons to send rebate to parent
Mush
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It would be great if we could bill an entire family instead of having to process each individual seperately.
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anita@thepodiatrist.net.au
Would save time for admin staff as well as the patients
Mush
Merged in a post:
Invoice a parent or guardian
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Sarah Buatti
Invoices that will automatically populate with parents name and not child's name. Having to add parent's name into insurer details so their name will appear, creates too many steps. Our clinic services children and adolescents and we need invoice to be addressed to the parent
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Matthew O'Carroll
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Andreas Papastergiadis
Hi Anna,Thank you your posting your idea.A big part of our plans to improve the invoicing functionality in coreplus is to improve the family contacts, and allow billing for family members.
Steven Whittington
Hi Alison,Thanks for your feedback on this feature. To address your concern regarding showing the name of a minor on an invoice, you are able to remove the client details from the standard invoice by creating a specific invoice template without the client name. Ideally you would be able to insert the details of a family member dynamically into an invoice template, just like you can insert an employer or insurers details onto an invoice. Actually the current workaround used by practices with the same requirement are adding the family member to the employer section. They do this solely for the purpose of being able to automatically have the family member name display on the invoice. So that the invoice can relate to the client, rather than showing the client name you could display the client external ID which can be anything your choose. Finally whilst the workflow above addresses the issue it is not ideal and that is why this year we are implementing a major update with regards to invoicing. When this is completed the settings for invoice templates will then have a field dedicated to showing family members. Should you have any further questions I'd be more than happy to help.
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Alyse Marshall
I would also really love to see this implemented - it is unprofessional and I am told also illegal to issue invoices in the name of a minor.
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