HOW TO ENTER BUSINESS DATA
Click on the Open File
Folder on the tool bar then on Business Information. This will open the Business Maintenance
form. Fill in the information on the
businesses operating at your Clinic. If
there are several businesses working out of the same clinic, the system can
track each business separately.
In this case you will
fill out one screen per business. To add
a new business, click on the "+" plus sign on your tool bar.
Patient Receipt Message Patient Statement Messages Location Address Business Number Business Name
Enter the location
address for this business. If you have
several sites that are all tracked in the same database, this will be the
address at which this business is located.
The information entered here will print in
Patient Receipt
Message - You may type in message that will print on
your Patient Receipts. This field comes
defaulted to “Thank you for your
payment”.
COLLECTION MESSAGES
You have the ability to
setup messages that can be printed directly onto the Patient Statements. Fill in the message to print for those
patients whose account is Current - Over 30 Days due - Over
60 Days due - and Over 90 Days due.
On the Operating Balances
tab of the business file, you will find the financial information. If you have a license number that is issued
to you by the state, (called an UBI Universal Business Identifyer), type this
number in here. If no number has been
issued, there is no need to fill in this field.
The Start Date is what
ever you would like to track, it could be the day you opened your business, or
the day to started using your software.
The Month to Date and
Year to Date amounts need to be put into this form the day you go on line. Most
of this financial data can be gathered from your last day’s day sheet.
Opening Cash Drawer is
used if you wish to track the money in your cash drawer. If you deposit all cash at the end of each
day, this field will remain at $0.00.
Last Closed field is
automatically updated by TPS 2000 when you run your end of day processes.
The Finance Charge lines
in this area are related to outstanding patient balances only. If you wish to setup finance charges for your
carriers, you will do this in the carrier setup.
Finance Chg. Desc --
This field is defaulted to Finance Charge. If you need to change the description for
your area (i.e. Interest) type in the name you use for these charges here.
Fin. Chg. Days --
This is the number of days that a Patient’s Balance has been outstanding
before it will incur finance charges.
(Finance Charges may be automatically added at the end of the month, we
suggest that you keep this number in multiples of 30).
Ann. % Charge - Put
the annual percentage that you will be charging for outstanding patient
balances. For example, if you wish to
charge 1% per month, you would fill in this field with 12.
Fin. Charge Min.
Amount -
If you charge a minimum fee (i.e. $1.00) place it in here. If a patient has an outstanding amount and
the finance percentage comes to less than $1.00, TPS 2000 will put the minimum
amount of $1.00 as this patient’s finance charge for the month.
Patient Statement
Layout -
This is the statement form you will be using for your patient
statements. This field comes defaulted
to Patient Statement, It is our suggestion that this is the one you use.
Patient Receipt
Layout - This is the receipt form you
will be using for your patient receipts.
This field comes defaulted to Patient Receipt, It is our suggestion that
this is the one you use.