Editing the Billing Statement

[clivejbennett]

In the land of OZ we are required to place on our Bills and Statements some additional info....

ie:
Tax Invoice (to make it a legal bill),
GST amount(because all businesses are tax collectors for the govt) (it's like VAT for the Europeans),
HI Provider Number (like prescriber Number)(for health fund Claims),

I've beeen unable to find any mods...
Any Ideas how I can edit the standard bill and include GST (VAT) for Retail items?

regards
semi-desperate

[clivejbennett]

Anyone?

[clivejbennett]

Hmm no takers? I'm sure its a simple one just reformatting.
Do you do it with a new sheet ? or do I need to edit and recompile?

[spike]

Hi, Derek sent your request to Dr. Sparks for review. I think that they will talk about it tomorrow. I am not certain whether it will be an easy or difficult fix at this time. I'll have Derek send you an email tomorrow.

[jordansparks]

We don't yet have statements moved over to the sheets framework. Until then, we can have the title of the statement print as "Tax Invoice" if in Australia. That's easy. As for the other two items, I need a better understanding of where they might need to appear on the page. Yes, I am going to talk to Derek about it tomorrow. You shouldn't be doing anything that would require a recompile.

[clivejbennett]

Thanks for that. I will also forward this to DEREK.

Specifically we would need.

1. 'STATEMENT/TAX INVOICE' instead of just "STATEMENT"
2. A4 sheet Size (For your letterheads I think you use "letter")- I'm not sure if this is an issue though.
3. Next to the item code column (or there abouts somewhere even shortening the description) we need the provider code for the operator who performed the service. This can be say the 4 digit code of the particular provider (eg 'CLIV' [in tiny letters]). Then elsewhere on the statement some sort of legend (can be at the top bottom or side) which shows the code and the name and provider number. (eg "CLIV" = Dr Clive Fish - Prov no - h9761234) so the health fund can pay the claim. (No provider = No Claim)

In an Ideal world (but probably too much work at the moment):
4. Some items (eg toothpaste or whitening kits) have a GST (Goods and Services Tax) component which is (this week) 10%. This must be stated in the bill as the GST amount.
I have a work around by using another provider called 'RETAIL-GST' whose Provider number is ("10% GST INCLUDED FOR THIS iTEM"). I imagine that this would get us by for that issue, because the alternative is adding a GST column to the procedure codes and calculating it for the statements.(which starts to get a little messy).

5.Nice to be able to add a splash of colour or image or logo to the statement. Does this exist already?

Thanks Clive

[jordansparks]

3. How about simply appending "Dr Clive Fish - Prov no - h9761234" to the description. That's very easy compared to adding any sort of column or legend. The only unanswered question is where we might store the provider number itself. How about the "National Provider ID" field in the provider window? http://www.open-dent.com/manual/providers.html

[grahamde]

I was also thinking that using the NPI field sounded like a good place to store the provider number.

[grahamde]

I was also wondering what our other Australian customers are doing about this problem. We have 3 offices currently using Open Dental in Australia who are also on support. Dr. Bennett, perhaps I could give you their contact info by email and you could contact them for me during reasonable hours? I wonder if they are just living with Open Dental the way that it is, or they have found some sort of workaround to the statement issue.

[clivejbennett]

If you are a single office - single provider the rubber stamp solution comes to mind but
we are a multiple provider office and often multiple providers on the same day (hygenist / Dentist / Dentist)
If we could prepend append the providing provider in the description space might work
ie "FISH - removal of plaque"
This will still however require a tweak ...

[clivejbennett]

suggest the following field mappings (this is what I originally planned):

## National Provider ID == ABN NUMBER (ABN: 9832 298 298393)
(printed under the practice Name on the invoices)

## DEA Number == Our Prescriber Number (no alterations required - already on prescriptions)

## MEDICAID ID == Health Ins Provider Number ( needs to be on the invoice allocated to the procedure codes) - I strongly suggest that we put the provider ID next to the procedure code and then a legend of sorts with "PROVID - Dr Mihaela Glamorous 19837871k" somewhere else on the invoice - otherwise that Description Column will get kind of full.

## SSN Number == TFN (Tax File Number) Doesn't need to appear on the invoice but relates to the individuals tax

## State Licence Number == Dental Board Registration Number (doesn't need to appear any where)

I have diddled up a NEW sample invoice which illustrates better and have emailed it to Derek and Dr Sparks - hopefully to clarify and save time.

Unfortunately the Health funds like to reject hand written and non-complient invoices [any excuse not to pay] - so the patients come back requesting new ones (no fun)
(We had this problem with Dentrix invoices originally and periodically thereafter with bugs in their Australian Version of invoice printing)

[jordansparks]

Please see private correspondence.