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Table of Contents (on this page)
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.
Stop 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.
