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Table of Contents (on this page)
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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 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.
Stop Duplicate Invoices (Bill-to Account)
This entry will prevent prevents an operator from beginning a job or stock invoice with an invoice number 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 relating to the existing 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:
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The check is within the bill-to account. Thus, one could enter invoice number 100723 for Doctor Smith and |
the same 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 preventprevents an operator from beginning a job or stock invoice with an invoice number 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 existing 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 preventprevents 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
patientpatient’s name
that isalready 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 preventprevents 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
patientpatient’s name
that isalready on the system. This entry will not allow the operator to proceed without entering a unique patient name.
To view and download these instructions as a PDF file, click on the following document image.
View file name Stop Duplicate Invoices & Stop Duplicate Patient Name Setup.pdf height 250