MedITEX IVF System Settings
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<h3>Cryo contracts and accounting</h3> | <h3>Cryo contracts and accounting</h3> | ||
<p>Cryo Contract settings can be accessed at the Cryo contracts and accounting tab sheet.</p> | <p>Cryo Contract settings can be accessed at the Cryo contracts and accounting tab sheet.</p> | ||
| − | <p>At the menu, click on System -> Configurations -> Settings.</p> | + | <p>At the menu, click on<strong> System -> Configurations -> Settings</strong>.</p> |
<p>[[Image:cryo1.png|none|750px|thumb|left|link=http://wiki.meditex-software.com/images/cryo1.png|Location of System on the top menu.]]</p> | <p>[[Image:cryo1.png|none|750px|thumb|left|link=http://wiki.meditex-software.com/images/cryo1.png|Location of System on the top menu.]]</p> | ||
<p> </p> | <p> </p> | ||
| − | <p>Once Settings is loaded, switch to System at the top level tab and then select Functions followed by Cryo contracts and accounting.</p> | + | <p>Once Settings is loaded, switch to <strong>System</strong> at the top level tab and then select <strong>Functions </strong>followed by <strong>Cryo contracts and accounting</strong>.</p> |
<p>[[Image:cryo2.png|none|750px|thumb|left|link=http://wiki.meditex-software.com/images/cryo2.png|<strong> </strong>Location of Cryo contracts and accounting on system settings.]]</p> | <p>[[Image:cryo2.png|none|750px|thumb|left|link=http://wiki.meditex-software.com/images/cryo2.png|<strong> </strong>Location of Cryo contracts and accounting on system settings.]]</p> | ||
<p> </p> | <p> </p> | ||
| − | <p style="text-align: justify;">Explanation of the fields/icons:</p> | + | <p style="text-align: justify;"><strong>Explanation of the fields/icons:</strong></p> |
<ul> | <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><strong>Active cryo contract and accounting:</strong> 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><strong>Cryo contracts: </strong>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><strong>Automatically create contract number with following rule:</strong> 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><strong>Edit contract template:</strong> 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 <img src="/images/add_item_17.png" alt="File:add item 17.png" width="17" height="17" />. To delete, select an existing contract and click on <img src="/images/delete_item_17.png" alt="File:delete item 17.png" width="17" height="17" />. Changes can be made to a contract double clicking it.</li> | + | <li><strong>Contract types:</strong> displays current cryo contracts. Cryo contracts can differ in amount and cycle. To add a new contract, click on <img src="/images/add_item_17.png" alt="File:add item 17.png" width="17" height="17" />. To delete, select an existing contract and click on <img src="/images/delete_item_17.png" alt="File:delete item 17.png" width="17" height="17" />. Changes can be made to a contract double clicking it.</li> |
| − | <li>Invoices: settings for invoices.</li> | + | <li><strong>Invoices:</strong> 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><strong>Automatically create invoice no. with following rule: </strong>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 <img src="/images/strawID.jpg" alt="File:strawID.jpg" width="21" height="19" /> or enter the desired name. If (from month / year – until month / year) is checked, it also includes month and year to the name.</li> | + | <li><strong>Automatically create invoice tittle with: </strong>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 <img src="/images/strawID.jpg" alt="File:strawID.jpg" width="21" height="19" /> or enter the desired name. If (from month / year – 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> | + | <li><strong>Actions and document templates:</strong> settings for invoice actions and documents.</li> |
| − | <li>Invoice: the first invoice created.</li> | + | <li><strong>Invoice:</strong> the first invoice created.</li> |
| − | <li>Dunning level 1: first document emitted if payment for the invoice has not been done.</li> | + | <li><strong>Dunning level 1:</strong> first document emitted if payment for the invoice has not been done.</li> |
| − | <li>Dunning level 2: second document emitted if payment for the invoice has not been done.</li> | + | <li><strong>Dunning level 2: </strong>second document emitted if payment for the invoice has not been done.</li> |
| − | <li>Dunning level 3: third and final document emitted if payment for the invoice has not been done.</li> | + | <li><strong>Dunning level 3:</strong> third and final document emitted if payment for the invoice has not been done.</li> |
| − | <li>Description: describes the content of the document. This information appears when navigating through Administration of documents for a patient.</li> | + | <li><strong>Description:</strong> describes the content of the document. This information appears when navigating through Administration of documents for a patient.</li> |
| − | <li>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.</li> | + | <li><strong>Action:</strong> describes what action is taken when creating the document. This information appears when navigating through Outstanding invoices and on individual invoices for a patient.</li> |
| − | <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> | + | <li><strong>Word templates:</strong> 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> |
| − | <li>Standard format for invoice: sets a format for invoices created.</li> | + | <li><strong>Standard format for invoice: </strong>sets a format for invoices created.</li> |
| − | <li>MS Word: sets the format to a *.doc file.</li> | + | <li><strong>MS Word:</strong> sets the format to a *.doc file.</li> |
| − | <li>PDF: sets the format to a *.pdf file.</li> | + | <li><strong>PDF: </strong>sets the format to a *.pdf file.</li> |
| − | <li> Reaction period: the amount of days the patient has to pay the invoice.</li> | + | <li> <strong>Reaction period:</strong> the amount of days the patient has to pay the invoice.</li> |
</ul> | </ul> | ||
| + | <table style="float: right;" border="0"> | ||
| + | <tbody> | ||
| + | <tr> | ||
| + | <td style="text-align: right;"><a href="/index.php?title=MedITEX_IVF_manual">Back to the MedITEX IVF menu </a></td> | ||
| + | <td style="text-align: right;"><a href="#top">Back to top</a></td> | ||
| + | </tr> | ||
| + | </tbody> | ||
| + | </table> | ||
| + | <p><span class="mw-headline"><br /></span></p> | ||
Latest revision as of 12:28, 3 December 2012
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.
Once Settings is loaded, switch to System at the top level tab and then select Functions followed by Cryo contracts and accounting.
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 <img src="/images/add_item_17.png" alt="File:add item 17.png" width="17" height="17" />. To delete, select an existing contract and click on <img src="/images/delete_item_17.png" alt="File:delete item 17.png" width="17" height="17" />. 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 <img src="/images/strawID.jpg" alt="File:strawID.jpg" width="21" height="19" /> 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.
| <a href="/index.php?title=MedITEX_IVF_manual">Back to the MedITEX IVF menu </a> | <a href="#top">Back to top</a> |