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Table of Contents (on this page)
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 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.
Stop Duplicate Invoices (Bill-to Account)
This entry will prevent an operator from beginning a job or stock invoice with an invoice number 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 relating to the 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: The check is within the bill-to account. Thus, one could enter invoice number 100723 for Doctor Smith and another 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 prevent an operator from beginning a job or stock invoice with an invoice number 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 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 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 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.
