Statement Recipients

Statement recipients are People  or Companies  that receive statements from your practice.  In general you might configure Panacea to send a statement to the Person Responsible  for an account.  You may also wish to send a statement to the account Funder  (e.g. medical aid) if the funder is one of the few that is not eClaims-enabled.

Adding Statement Recipients to an Account

When adding a new account you will need to tell Panacea who should receive statements.  This is done on the Statement Recipients tab  and will be explained later in more detail under Accounts .

Note: If you do not add any statement recipients to an account then nobody will receive a statement for that account.

After selecting who will receive a statement you can set a number of other options.  These options can usually be left on Default or Automatic.  The Default and Automatic behaviour is explained below.

Start sending when
Determines when to start sending statements to this recipient.  This works according to the ageing of the account balance (i.e. current, 30 days, 60 days etc).  For example, if you select 60 days then Panacea will not send a statement to this recipient until the account balance ageing reaches 60 days.

Stop sending when
Determines when to stop sending statements to this recipient.  This also works according to the account balance ageing.  Selecting Never means that Panacea will not stop sending statements to this recipient, but note that when generating statements at the end of the month one would normally exclude accounts with a zero balance. i.e. Panacea will stop sending statements once the balance has been settled.

Send how
Determines whether the recipient's statement should be sent by email or by post (i.e. printed on paper).

Where to send
Determines a specific address or email address to use when addressing the statement.  If you select Automatic then Panacea will use the person's (or company's) preferred address or email address.  Note: when adding an address to a person or company there is a Preferred address field.  There is also a Preferred? checkbox column on their emails tab.  These determine which address or email address is used when Automatic is selected in the Where to Send field.

Default Recipient Settings - Funders

If you add a funder as a statement recipient on an account and select Default or Automatic for any of the options (Start sending when, Stop sending when and Send how) then Panacea will look at the funder's Statement settings tab  to determine the appropriate action to take.

If the settings on the funder's Statement settings tab  are set to Default or Automatic then Panacea will look at your practice default recipient settings (see below).

Default Recipient Settings -  Practice

The default settings for your practice are configured by selecting System - Practice Settings - Statements - Statement Settings from the menu.

Note that Panacea will always print a statement if a statement recipient does not have an email address.  It is safe, therefore, to configure your Send how default to Email.  Panacea will then use email if possible, but will print the statement otherwise.