Click here to view the Order Entry menu.

Click here to view the complete Optifacts User Documentation Index.

Click here to contact us.

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

Image Added

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

Image Added

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

Image Added

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.Image Removed

Image Added

To view and download these instructions as a PDF file, click on the following document image.

Click here to return to the top of the page.