Companies - Accounting & Booking Information

Modified on Fri, 16 Feb at 12:21 PM

OVERVIEW

This article covers the contents stored in the Accounting & Booking Information section of a Company USER ACCOUNT.

Accounting & Booking Information can be broken up into 3 sub-sections, containing the following information:

Company emails to redirect standard communications between a provider and the Company within Kawaconn services.
Company-wide subscription preferences
Staff assigned to manage business relationships and support

ACCOUNT & BOOKING INFORMATION
SUBSCRIPTIONS
MLP SUPPORT CONTACTS

ACCOUNT & BOOKING INFORMATION

As standard, when a service is created, the Case Manager added to a service is the main recipient of automated email communications sent from Kawaconn.

This sub-section contains a list of emails that changes the desired recipient email (from a Case Manager's email to a company-wide email).

Field Name	Notes
Contact Name	Main contact for the Company’s Accounting division
Accounting/Finance Email	Central mail to receive all invoices for the Company (instead of individual Case Managers) Invoicing Emails are: TEMPLATE_52B TEMPLATE_52B_RESEND
Phone	Main phone number for the Company’s Accounting division
Company-Wide Report Receiving Email	Central mail to receive all reports for the Company (instead of individual Case Managers) Report Receiving Emails are: TEMPLATE_59 for Final Reports TEMPLATE_100 for Amended Reports
Company-Wide Booking Email	Central mail to receive all booking confirmations and cancellations for the Company (instead of individual Case Managers) Booking Emails are: TEMPLATE_04 for in-person appointment confirmations TEMPLATE_39 for telehealth appointment confirmations TEMPLATE_01 for cancellations
Payment Terms	Description that is added to all invoices sent to this Company
Payment Due Days	Length of time (in days) to determine the Due Date of invoices You only need to change the value here if it differs from the default Due Date length (set in APP SETTINGS -> System Configuration -> Company Setting) Keep the value to 0 to use the default Due Date length

SUBSCRIPTIONS

This sub-section contains a list of company-wide subscription settings.

Field Name	Notes
Receive Overdue Invoice Reminders	If ticked, automated emails are sent to this company whenever an Invoice is deemed to be overdue Overdue is determined by the length of the Due Date
Receive Promotions	If unticked, this notifies the provider that none of the Company’s Case Managers are to be sent promotional/emails If individual Case Managers request to not receive promotions, you can unsubscribe them within their Case Manager's account(s)
Subscription Notes

MLP SUPPORT CONTACTS

This sub-section contains a list of contacts who’ll manage the relationships between the Provider and Company.

Business Account Manager (Provider)
Business Support Officers (Providers, can add multiple)
Main Contact (Company’s Case Manager)

Companies - Accounting & Booking Information

OVERVIEW

CONTENTS

ACCOUNT & BOOKING INFORMATION

SUBSCRIPTIONS

MLP SUPPORT CONTACTS