The Clinician Tagging to Receipts feature allows your practice to link a specific clinician to every payment receipt created in the system. This enables accurate reporting based on collections, helping your practice keep track of income flow efficiently.
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Configure Clinician Tagging to Receipts
Perform the steps below to get started.
- Navigate to the System Menu > select Practice Settings > Payments & Billing > General.
- Select the Others tab.
- Click Edit.
Configure the following settings:
- Enable warning while making a clinician transfer of receipt for advanced payments*: Set this as Yes to receive a warning when applying a payment to a treatment completed by a clinician using a receipt tagged to another clinician.
- Enable clinician tagging for receipt*: Set this as Yes to enable clinician tagging.
- Mandatory Clinician Tagging*: Set this as Yes to make the Clinician field mandatory when making a payment.
- Finally, click Save.
- Click Learn how clinician auto-tagging works to see how clinicians get automatically tagged to receipts.
Now that you have enabled clinician tagging to receipts, let's take a look at its impacts.
Impacts of Clinician Tagging to Receipts
When Clinician Tagging to Receipts is enabled for your practice, several areas in the system are impacted. These include:
a. Payments
- When making any Payment (Regular or Advance), a Clinician field will appear.
- The Clinician field may or may not be mandatory depending on your configuration.
- In the Manage Credits and All Payments tabs in the Payment slide-out, a Clinician column shows the clinician tagged to each receipt.
- A Clinician column is also available in the Payments page and the Unapplied Credit Management page when grouped by Receipt.
| Note: For a receipt with Clinician marked as None, you can tag a clinician to it by editing its Payment Details. |
b. Payment Plans
- When creating a Payment Plan, you have to select a Receipt Clinician.
- All receipts created via the Payment Plan will be automatically tagged to the selected clinician.
- In the Payment Plan Control Center, you can view the Clinician tagged to each plan.
| Note: For a Payment Plan with Clinician marked as None, you can tag a clinician to it by editing its Payment Details. |
c. Text to Pay
When creating a Text to Pay request, you have the option to select a clinician.
- Click Edit Clinician.
- Select the intended clinician.
- Click Update.
- When a payment is made via the Text to Pay link, the created receipt will be linked to the selected clinician.
d. Operational Reports
With the introduction of the Clinician Tagging to Receipts feature, collection based reports will include the following updates:
A Receipt Clinician filter has been added to the Income Allocation and Deposits Reports.
- The Income Allocation View of the Income Allocation Report has been enhanced with two new columns: 'Payments' and 'Allocated Payments.' These display the total payments and allocated payments, respectively, that are associated with the clinician.
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The Advance Payments and Allocated Advance Payments Views of the Income Allocation Report have now been amended to Payments and Allocated Payments Views respectively, allowing you to drill down into all payments tagged against a clinician.
- You can also filter these views by Payment Category, Payment Type and Payment Method.
Practices can use this guide to configure Clinician Tagging to Receipts and learn about its impacts.