Anonymised financial documents

2 minutes read

For fee payers that require resident information to be anonymised on financial documents, such as NHS third-party funders, you can configure this setting at the fee payer level. 

When selected, resident details, including Resident First Name and Resident Last Name, will be removed from the financial documents, making the document unidentifiable to the resident.

Setting a Company Fee Payer to Receive Anonymised Invoices

1. Navigate to the Billings tab using the left-hand menu and select Company Fee Payers
2. Choose the relevant Company Fee Payer from the list
3. Click Edit.
4. In the Details tab, scroll down to the Invoices section.
5. Tick the checkbox labelled "This fee payer receives anonymised invoices."
6. You’ll be prompted to include either the Resident Reference or Payable Reference (for NHS Fee Payers). If either of these fields are populated, they will appear on the financial documents.
7. Click Save & Close.

Setting up a Private Fee Payer to Receive Anonymised Invoices

1. Go to the Resident Profile.
2. Select the Booking tab.
3. Click on the Fee Payer tab.
4. Select the three-dot menu next to the fee payers name and click Edit Fee Payer 
5. Tick the checkbox labelled “This fee payer receives anonymised invoices”
6. Click Save Changes.