Cryo contracts and accounting

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<p style="text-align: right;">&nbsp;</p>
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<p style="text-align: right;"><span style="font-size: small;">Back to <a href="/index.php?title=MedITEX_Manual">MedITEX IVF Manual</a> home page</span></p>
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<p>&nbsp;</p>
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<p>&nbsp;</p>
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<h2><br />Cryo contract settings</h2>
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<p>Cryo Contract settings can be accessed at the Cryo contracts and accounting tab sheet.</p>
 +
<p>At the menu, click on System -&gt; Configurations -&gt; Settings.</p>
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<p style="text-align: justify;">Explaination of the fields/icons:</p>
 +
<ul>
 +
<li>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.</li>
 +
<li>Cryo contracts: settings for cryo contracts.</li>
 +
<li>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.</li>
 +
<li>Edit contract template: opens MS Word to enable creation and editing of the template used for cryo contracts.</li>
 +
<li>Contract types: displays current cryo contracts. Cryo contracts can differ in amount and cycle. To add a new contract, click on (button). To delete, select an existing contract and click on (button). Changes can be made to a contract double clicking it.</li>
 +
<li>Invoices:&nbsp; settings for invoices.</li>
 +
<li>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.</li>
 +
<li>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 (button) or enter the desired name. If (from month / year &ndash; until month / year) is checked, it also includes month and year to the name.</li>
 +
<li>Actions and document templates: settings for invoice actions and documents.</li>
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<li>Invoice: the first invoice created.</li>
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<li>Dunning level 1: first document emitted if payment for the invoice has not been done.</li>
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<li>Dunning level 2: second document emitted if payment for the invoice has not been done.</li>
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<li>Dunning level 3: third and final document emitted if payment for the invoice has not been done.</li>
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<li>Description: describes the content of the document. This information appears when navigating through Administration of documents for a patient.</li>
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<li>Action: describes what action is taken when creating the document. This information appears when navigating through Outstanding invoices (maybe have this as a link) and on individual invoices for a patient.</li>
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<li>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.</li>
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<li>Standard format for invoice: sets a format for invoices created.</li>
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<li>MS Word: sets the format to a *.doc file.</li>
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<li>PDF: sets the format to a *.pdf file.</li>
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<li> Reaction period: the amount of days the patient has to pay the invoice.</li>
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</ul>
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<h2>Messages and lab findings</h2>
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<p style="text-align: justify;">In this area are published the results of <a href="/index.php?title=Lab_diagnostics">lab diagnostics</a> or <a href="/index.php?title=Medical_History#Creating_a_Note_or_an_Attention_message">attention/note messages</a>. The user may choose in the <strong>system settings</strong> page which are the lab parameter to be published. If the parameter is red it means that the lab test has reached the expiry date set by the user. The attention/note messages may be created by the user in the Medical History section. Double clicking on a row containing a message or a finding will open the related window.</p>
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<h2>Search for patients</h2>
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<p style="text-align: justify;">In this section it is possible to search for existing patients or create new patients or couples. To search for a patient just type in surname, or date of birth or patient ID. It is also possible to type a part of surname or patient ID in order to find all the patients with the same root. The patient may be selected just double clicking on her/his name. The patient will be shown along with her/his partner (if present). Clicking on this icon&nbsp;<img src="/images/Single_pat.jpg" alt="" /> will allow to insert a single patient whilst clicking on this icon <img src="/images/Couple.jpg" alt="" width="35" height="31" />&nbsp; will allow to insert a couple.</p>
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<h3>Creating a new patient</h3>
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<ul>
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<li style="text-align: justify;">Press the button <img src="/images/Single_pat.jpg" alt="" width="35" height="27" /></li>
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<li style="text-align: justify;">Enter patient ID, gender, birthday, surname and name.</li>
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<li style="text-align: justify;">Then click &ldquo;OK&rdquo;.</li>
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</ul>
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<p style="text-align: justify;">Note: if the patient ID is set to be automatically generated it won't be possible to fill this field.</p>
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<h3>Creating a new couple</h3>
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<ul>
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<li style="text-align: justify;">Press the button <img src="/images/Couple.jpg" alt="" width="35" height="31" /> and the "Define new couple window" will pop up</li>
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</ul>
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<p><img style="border: 3px solid gainsboro; margin-bottom: 2px; margin-right: 40px; padding: 3px;" src="/images/Creacoup.jpg" alt="" width="750" height="409" /></p>
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<ul>
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<li style="text-align: justify;">Select a new woman or man from the lists OR add a new patient and a new partner with "Add new woman/man" buttons.</li>
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<li style="text-align: justify;">When adding a new woman or man, enter patient ID, birthday, surname and name.</li>
 +
<li style="text-align: justify;">Select the woman and the man by clicking on their names in the lists.</li>
 +
<li style="text-align: justify;">Then click &ldquo;OK&rdquo;.</li>
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<li style="text-align: justify;">The patient data of both persons will be displayed in a new window</li>
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</ul>
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<p>&nbsp;</p>
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<h2>Overview of treatments</h2>
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<p style="text-align: justify;">In the bottom section of the homepage are summarized the outcome of the previous treatments. The meaning of the columns is explainded in the <a href="/index.php?title=Therapy">therapy</a> section.</p>
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<p>&nbsp;</p>
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<ul>
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</ul>

Revision as of 10:32, 23 October 2012

 

Back to <a href="/index.php?title=MedITEX_Manual">MedITEX IVF Manual</a> home page

 

 

Contents


Cryo contract settings

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

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

Explaination 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 (button). To delete, select an existing contract and click on (button). 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 (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 (maybe have this as a link) 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.

Messages and lab findings

In this area are published the results of <a href="/index.php?title=Lab_diagnostics">lab diagnostics</a> or <a href="/index.php?title=Medical_History#Creating_a_Note_or_an_Attention_message">attention/note messages</a>. The user may choose in the system settings page which are the lab parameter to be published. If the parameter is red it means that the lab test has reached the expiry date set by the user. The attention/note messages may be created by the user in the Medical History section. Double clicking on a row containing a message or a finding will open the related window.

Search for patients

In this section it is possible to search for existing patients or create new patients or couples. To search for a patient just type in surname, or date of birth or patient ID. It is also possible to type a part of surname or patient ID in order to find all the patients with the same root. The patient may be selected just double clicking on her/his name. The patient will be shown along with her/his partner (if present). Clicking on this icon <img src="/images/Single_pat.jpg" alt="" /> will allow to insert a single patient whilst clicking on this icon <img src="/images/Couple.jpg" alt="" width="35" height="31" />  will allow to insert a couple.

Creating a new patient

  • Press the button <img src="/images/Single_pat.jpg" alt="" width="35" height="27" />
  • Enter patient ID, gender, birthday, surname and name.
  • Then click “OK”.

Note: if the patient ID is set to be automatically generated it won't be possible to fill this field.

Creating a new couple

  • Press the button <img src="/images/Couple.jpg" alt="" width="35" height="31" /> and the "Define new couple window" will pop up

<img style="border: 3px solid gainsboro; margin-bottom: 2px; margin-right: 40px; padding: 3px;" src="/images/Creacoup.jpg" alt="" width="750" height="409" />

  • Select a new woman or man from the lists OR add a new patient and a new partner with "Add new woman/man" buttons.
  • When adding a new woman or man, enter patient ID, birthday, surname and name.
  • Select the woman and the man by clicking on their names in the lists.
  • Then click “OK”.
  • The patient data of both persons will be displayed in a new window

 

Overview of treatments

In the bottom section of the homepage are summarized the outcome of the previous treatments. The meaning of the columns is explainded in the <a href="/index.php?title=Therapy">therapy</a> section.