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Introduction
This document provides instructions for setting up the Stop Duplicate Invoices and Stop Duplicate Patients Name custom configurations.
Procedure
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 6 – Configuration Editor and press enter.
Type 6 – Custom Configuration Editor and press enter.
The Custom Configuration Editor displays.
- Press Q to Query.
- Ensure that the tables below exist.
If the tables do not exist.
- Type A to add a new record.
- Enter all the information as per the example (s) below.
- Press Escape to save the data.
- Type E to exit.
Stop Duplicate Invoices (Bill-to Account)
This entry will prevent an operator from beginning a job or stock invoice with an invoice number that already exists on the system within the bill-to account to which the job is being assigned. The entry causes the program to show a window of information relating to the job or invoice that is already on the system. This entry will not allow the operator to proceed without entering a unique invoice number. Uses no special settings.
Note: The check is within the bill-to account. Thus, one could enter invoice number 100723 for Doctor Smith and another invoice number 100723 for Doctor Smith if the second invoice is a VSP job and the first was not.
Stop Duplicate Invoices (Ship-to Account)
This entry will prevent an operator from beginning a job or stock invoice with an invoice number that already exists on the system within the ship-to account to which the job is being assigned. The entry causes the program to show a window of information related to the job or invoice that is already on the system. This entry will not allow the operator to proceed without entering a unique invoice number. Uses no special settings.
Stop Duplicate Patients Name (Bill-to Account)
This entry will prevent an operator from beginning a job or stock invoice with patient name that already exists on the system within the Bill-to account to which the job is being assigned. The entry causes the program to show a window of information related to the patient name that is already on the system. This entry will not allow the operator to proceed without entering a unique patient name.
Stop Duplicate Patients Name (Ship-to Account)
This entry will prevent an operator from beginning a job or stock invoice with patient name that already exists on the system within the Ship-to account to which the job is being assigned. The entry causes the program to show a window of information related to the patient name that is already on the system. This entry will not allow the operator to proceed without entering a unique patient name.
