Patient Invoice/Blank Setup

The Patient Invoice/Blank Setup screen allows you to configure agency-specific billing remarks that will automatically populate in patient bill remarks fields, overriding the global remarks configured in Field Configuration Setup.

Billing Remarks are typically added first in Quick Pick Setup so that they can easily and consistently be added to patient bills in one of the following ways:

1. When adding a patient payer to the bill, the Remark fields will display when editing that payer's details. Remarks can be added via the Quick Pick icons or manually entered. Manual entry is not recommended because of the time it takes to manually add these Remarks to each bill.
2. Billers often prefer to default the Remarks in Field Configuration Setup so that the Remarks are always added to patient bills by default. However, since Field Configuration Setup is shared between all agencies in a company, these remarks will be defaulted to all patient bills, regardless of the agency. This is typically not a concern if only billing for a single agency.

When to Use Patient Invoice/Blank Setup

Patient Invoice/Blank Setup is the most efficient way to handle adding agency-specific remarks that automatically populate on patient bills. This is especially useful for billing services that manage multiple clients, each with their own unique billing requirements such as phone numbers or payment options.

How Patient Invoice/Blank Setup Works

• When configured, remarks in Patient Invoice/Blank Setup automatically populate on patient bills
• The system first checks for default values in Field Configuration Setup
• If no values exist in Field Configuration Setup, the remarks from Patient Invoice/Blank Setup will be automatically applied

To access Patient Invoice/Blank Setup, users must have the role permission 'Patient Invoice/Blank Setup enabled. This is enabled by default for Administrators. 

To make these Remarks different for one or more specific agencies, contact AIM Support, then they will be able to desynchronize this area of setup from the other agencies.

Electronic Bill Communication Settings

This section allows configuration of Text-to-Pay services. Text-To-Pay services replace the initial patient invoice with a text message and/or e-mail, then later drop back to a standard patient billing process if the patient never responds to these texts/e-mails with payment or they opt-out of receiving these electronic communications.

Delivery Method: Controls the text-to-pay process. If set to "No Delivery", text-to-pay services are not yet enabled. If set to "Text/Email then Print", then the system will first attempt to send a message to the patient via text and/or e-mail (using the information in that patient's Electronic Communication Contact Details button pop up), then if no payment is received or the patient opts out, the Assigned User will receive a copy of the patient bill to print.

Days Before Printing: This setting allows billers to configure the number of days before sending the Assigned User a copy of the patient bill to print. In the example image above, if the patient did not remit payment or opt-out in 15 days from the date their bill was "printed", the bill will immediately drop to the standard patient billing process and send the Assigned User a copy of the bill to print.

Assigned User: Select the user whom the bill will be sent to if the patient opts-out or does not make a payment through the electronic communications. Only a user with role permissions "Print" and "Task Scheduler Grid" can be assigned as the Assigned User. They will find bills that need to be sent physically in the Task Scheduler Grid.

Secondary Assigned User: While not required, a secondary assigned user can be added as a backup to the primary assigned user.