Functions

Cryo contracts and accounting

Cryo Contract settings can be accessed at the Cryo contracts and accounting tab sheet.

At the menu, click on System -> Configurations -> Settings.

Location of System on the top menu.

 

Once Settings is loaded, switch to System at the top level tab and then select Functions followed by Cryo contracts and accounting.

 Location of Cryo contracts and accounting on system settings.

 

Explanation of the fields/icons:

• Active cryo contract and accounting: by default, this option is checked. It enables the creation of cryo contracts and invoices for a patient. If this option is unchecked, all contract and invoice functionalities will be disabled throughout the program.
• Cryo contracts: settings for cryo contracts.
• Automatically create contract number with following rule: if this option is checked, it will apply a predefined rule to generate a number once every cryo contract is created.
• Edit contract template: opens MS Word to enable creation and editing of the template used for cryo contracts.
• Contract types: displays current cryo contracts. Cryo contracts can differ in amount and cycle. To add a new contract, click on . To delete, select an existing contract and click on . Changes can be made to a contract double clicking it.
• Invoices:  settings for invoices.
• Automatically create invoice no. with following rule: if this option is checked, it will apply a predefined rule to generate a number once every invoice is created.
• Automatically create invoice tittle with: sets the name for the created invoice according to the information provided by this setting. If this option is unchecked, when creating a new invoice, no name will be automatically created, although it will still be possible to click on the auto generate button or enter the desired name. If (from month / year – until month / year) is checked, it also includes month and year to the name.
• Actions and document templates: settings for invoice actions and documents.
• Invoice: the first invoice created.
• Dunning level 1: first document emitted if payment for the invoice has not been done.
• Dunning level 2: second document emitted if payment for the invoice has not been done.
• Dunning level 3: third and final document emitted if payment for the invoice has not been done.
• Description: describes the content of the document. This information appears when navigating through Administration of documents for a patient.
• Action: describes what action is taken when creating the document. This information appears when navigating through Outstanding invoices and on individual invoices for a patient.
• Word templates: option to create and edit template of documents. A few options are available when licking the Edit button: Create new document prompts for a Template name and opens MSWord so it is possible to create a brand new document. To edit, delete or rename an existing template, select the desired template and choose one of the options.
• Standard format for invoice: sets a format for invoices created.
• MS Word: sets the format to a *.doc file.
• PDF: sets the format to a *.pdf file.
• Reaction period: the amount of days the patient has to pay the invoice.

Back to the MedITEX IVF menu

Back to top