| Anchor | ||||
|---|---|---|---|---|
|
Search Optifacts User Documentation
| Live Search | ||||
|---|---|---|---|---|
|
Table of Contents (on this page)
| Table of Contents | ||||||
|---|---|---|---|---|---|---|
|
Introduction
This document provides instructions for setting up the Check Duplicate Invoices and Check 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.
Check Duplicate Invoices (Bill-to Account)
This entry will warn an operator that is beginning a job or stock invoice with an invoice number that already exists on the system within the Bill-to account. This entry follows the same rules as STOP DUP INVOICES, but it only provides a warning. The operator has the ability to go back and change the invoice number or proceed with the entry of the duplicate.
Check Duplicate Invoices (Ship-to Account)
This entry will warn an operator that is beginning a job or stock invoice with an invoice number that already exists on the system within the Ship-to account.This entry follows the same rules as STOP DUP INVOICES, but it only provides a warning. The operator has the ability to go back and change the invoice number or proceed with the entry of the duplicate.
Check 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.
Check Duplicate Patients Name (Ship-to Account)
This entry will prevent an operator from beginning a job or stock invoice with a 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.
