In last week’s newsletter, Lisa mentioned, “Customers have been telling us that they want to increase their efficiency in generating invoices and posting payments.” Lisa’s article focused on Batch Invoice Creation. This week, the focus is on batch posting payments.

What is Batch Posting?

The traditional way to post a payment in CPR+ is to retrieve a patient’s Account Status Screen, locate the correct invoice and post the payment to that specific invoice. A few years ago, we developed and released a Batch Posting feature to streamline this process.  Batch posting allows you to view all open invoices, filtered for a specific payor or payor type.  You can then go down the list and post payments to the appropriate invoices without having to retrieve each individual patient account. CPR+ automatically assigns a batch number to the posted payments and keeps a running tally of the amount posted.

We’ve tried to accommodate the following scenarios with batch posting:

1. You receive a large check from a payor that needs to be posted to numerous patients,

2. You have several checks that you want to post as a single batch,

3. You want to force the batch to balance against a predetermined total, or you want CPR+ to calculate the total amount being posted.

Here’s How it Works.

The batch posting feature can be accessed from two different places. First, from the Billing / Financial Menu (5), select Batch Processes (2) and then select Batch Post (2). Second, from the Billing / Financial Menu (5), select Create Invoices / Post Payments (1) then click the Batch Post (F6) button at the bottom of the Select Patient screen. Either way, you can create and edit cash batches from the batch posting screen. This screen also allows you to view all of the batches that have been created, when they were created, who created them, the total amount of the batch, the check number (if single check), whether or not the batch was completed, the date the batch was posted and if someone is currently in a specific batch.

A new batch is created by clicking the Add (F10) button which brings up the Batch Posting Setup screen. The Batch Number, Date Created, Created By and Date Posted fields are automatically generated and cannot be modified. The date that the check was deposited should be entered in the Deposited On field. The Total Amount is the total dollar amount of the check or checks that will be included in the batch. If the Total Amount is entered (which we recommend), you will not be able to post the batch until the total of all of the payments equals the value entered. The # of Checks can be set to either One or Multiple. If One is selected, you must select a Payor and enter a Check # before you can continue. If Multiple is selected, the Payor is optional and the Check # is disabled.

Read the Rest of the Article Here...

Return to Top of Newsletter

Southern Imaging / Printing Solutions

By Jeff Johnston

The relationship between Southern Imaging and Definitive Homecare Solutions began in the fall of 2000 when one of our first customers to implement CPR+ for Windows called us up and asked if we could print IV labels on a Thermal Printer.

“What’s a Thermal Printer?”, we asked.

The next day, one showed up on our door courtesy of Mr. David Long and his company Southern Imaging. That was the beginning of a great relationship. David and his staff know their products inside and out, and they also know CPR+. Most of all, they understand that if they take care of the customer, everything else will take of itself.

Since 2000, Southern Imaging has worked with virtually every CPR+ customer, providing outstanding customer service, technical assistance and product support. As most of you know by now, pharmacy labels from Thermal Printers look fantastic, print very quickly and are completely quiet. I’m sure you remember the day you had a memorial service for your old, slow and loud Okidata 320 dot matrix printer. Can you imagine ever going back?

Today Southern Imaging has provided well over 1,000 printers and the related media to hundreds of satisfied CPR+ customers. In addition to label printers & media, Southern Imaging also provides superb technical and product support that reflects a working knowledge of the home infusion office, its labeling needs and CPR+.

For CPR+ Scan and Palm users, Southern Imaging provides barcode readers, mobile computers, asset labels and more. Finally, Southern Imaging offers an in-house art department and vast selection of promotional products like pens (have you used our CPR+ pens and mousepads?), writing pads, magnets, and more to promote your business.

We enthusiastically recommend Southern Imaging for all your printer, label, scan device or promotional product needs because we know they will take great care of our customers. Check them out online at www.simaging.net/cprplus or call David at 800-544-4914, ext. 305 or via email at dlong@simaging.net.

Return to Top of Newsletter