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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 Select Option 3 – Editor Utilities and press enterEnter.

Type Select Option 6 – Configuration Editor and press enterEnter.Type

Select Option 6 – Edit Custom Configuration Editor and press enterEnter.

The Custom Configuration Editor displays.

• Press Q “Q” to Query.
• Ensure that the tables table below existexists.

If the tables do table does not exist.:

• Type A Press “A” to add a new record.
• Enter all the information as per the example (s) below.
• Press Escape to save the data.
• Type E Press “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 After that, the operator can go back and change the invoice number or proceed with the duplicate entry of the duplicate.Image Removed

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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 After that, the operator can go back and change the invoice number or proceed with the duplicate entry of the duplicate.Image Removed

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Check Duplicate Patients Name (Bill-to Account)

This entry will prevent prevents an operator from beginning a job or stock invoice with a patient name that already exists on the system within the assigned 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 patient’s name that is already on the system. This entry will not allow the operator to proceed without entering a unique patient name.Image Removed

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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 assigned 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 patient’s name that is already on the system. This entry will not allow the operator to proceed without entering a unique patient name.

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