This feature enables you to ensure invoices are collected in a timely manner. It's also helpful for Clinical practices who want to issue and process payment in bulk at the end of the day/week/month rather than at the point of care
Navigate to ‘Reports’ -> ‘Patient Invoice’.
Select:
Dates/timeframes for the invoices you want to filter for (in the upper left-hand corner).
Filter for the payment types of invoices you want to filter for (under ‘All Status’). The following status types will allow you to process bulk payments:
‘Outstanding (Issued, Sent, Retrying)’
‘Issued (Not Sent)’
‘Sent’
‘Retrying’
3. Once you've applied the filter, the’ $ Process Payment’ button will become visible.
4. Once you select the ‘$ Process Payment’ button for the groups/timeframe you’ve filtered, you’ll see a pop-up outlining the payments that will be bulk processed. Verify the details to proceed with the bulk processing.