Send invoice to patient upon approval by accounts.

  • anilatalay1
    22 Şubat 2024 08:56 tarihinde soruldu

    Merhaba,


    Bir sağlık kuruluşu için bir form akışı yapmak istiyorum fakat hangi çözümünüz daha etkili olur emin olamadığım için sormak istedim.


    Hastalar klinikten ayrıldıktan sonra faturalarını göndermek istiyoruz.

    Akış:

    -Hasta temsilcisi formu dolduracak. Bu form muahsebe departmanına gidecek. Muhasebe departmanı gereki bilgileri girdikten sonra onaylayıp otomatik email hastaya iletilecek.

    Nasıl yapabilirim hangi formu kullanmalıyım?

  • Sidharth Jotform Support
    22 Şubat 2024 10:06 tarihinde yanıtlandı

    Hi Anıl,

    Thanks for reaching out to Jotform Support. Unfortunately, our Turkish Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Turkish, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. I understand the patient's representative will fill out the form, then it will go to the accounting department, and an invoice should be sent to the patient upon completing the form and approval. You can create an approval flow to automate this flow, let me show you how:

    1. In Form Builder, click on the Settings tab from the orange navigation bar.
    2. Click the Approval Flows on the left menu and then click on Create an Approval Flow button. 
    3. The system will add a standard approval flow that you can modify to suit your needs. Send invoice to patient upon approval by accounts Screenshot 80

    Now, let us see how to send an approval email to the accounting department. We will also add an Edit Link in the approval email for entering the required information.

    1. Select the Approval element and then click on the gear icon to open settings.
    2. Under Approvers, add the email address of the accounting department. Send invoice to patient upon approval by accounts Screenshot 91
    3. Under the Notification emails, click on Edit Email button.
    4. In the Approval Request Email Properties, click on the Form Fields and then add Edit Link.
    5. Click on the Save button. Send invoice to patient upon approval by accounts Screenshot 102
    6. Click on the Settings tab from the green navigation bar.
    7. Under Restart Approval Flow On Submission Edit, select the Disable option in the dropdown. Send invoice to patient upon approval by accounts Screenshot 113

    Now, let us see how to send an invoice to the patient.

    1. Select the Email element and click on the Email icon.
    2. Under the Advanced tab, toggle on the button next to Send Submission PDFs.
    3. Select the PDF from the dropdown for the invoice and click on the Save button. Send invoice to patient upon approval by accounts Screenshot 124
    4. If you want to update the PDF or add a new PDF for the patient invoice, click on the dropdown and then click on the outward arrow. Send invoice to patient upon approval by accounts Screenshot 135
    5. In the PDF editor, click on the + New PDF to add a new document. Send invoice to patient upon approval by accounts Screenshot 146

    That's it. Give it a try, and let us know if there's anything else I can help you with.