EasyPost Statements and Invoices

Purpose

From version 11.3 SP5, EXACT users can automate the distribution of printed Patient Statements and Invoices by means of EasyPost.

When statements or Invoices have been sent the following further actions take place:

• EXACT creates a record in the Patients Contacts Tab.
• EXACT creates a record under the Patients Transactions screen (this is viewable when the "Non Account Items" checkbox is ticked).
• EXACT creates a record under the Transactions > List Items > List Statements Printed screen
• The Total Number of Statements Sent field is incremented in the EasyPost Jobs Report within the date range specified.

Benefits

• The practice does not need to print, fold and insert into envelopes, address each envelope and physically post the statement / invoice run.
• Mail sent via EasyPost is traceable.
• EasyPost is a quality service with professionally printed stationery, which increases the perceived professionalism of the practice.

Features

The EasyPost output is recorded in multiple places within EXACT, including

• Transactions > List Items > List Statements area
• The Patients Transaction screen
• The EasyPost Jobs Report includes a Statements column in which to record the total number of EasyPost Statements successfully sent.

See Monitoring EasyPost patient statement runs

Requirements

The EasyPost module must be registered for the practice.

Limitations

• EasyPost Statements and Invoices cannot be printed onto Postcards / DL Flyers.
• EasyPost Statements and Invoices cannot be printed for Family Members.