All State Trustee accounts and if its their first visit to our practice, we will need proof of approval from the patient before we can do anything.
Once we have the proof of approval (please ensure this is scanned and save in Ultimo), then we can commence work and invoice State Trustee using the following process:
Step 1) Go to Accounts > Statements > More Options
Step 2) On the right side, please choose the statement with State Trustee (subject to the clinic)
Step 3) Adjust the date range to ensure you only target the date of service needing payment otherwise it will show old accounts that are not relevant.
Step 4) Click on the EMAIL button on the same screen and in the TO EMAIL enter in stl.invoices@converga.com.au
Step 5) Add in the practice information and the client reference number then SEND.
IMPORTANT NOTE:
They will NOT accept the request for payment if we provide the INCORRECT EMAIL. Must be stl.invoices@converga.com.au
Also the INVOICE file MUST BE in NON EDITABLE PDF file.