Cryo contracts and accounting

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<p style="text-align: right;">&nbsp;</p>
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<p>This is where all the information from cryo contracts and accounting can be managed the easiest. <strong>The functionalities were divided in 3 tabs:</strong> Due invoices, Outstanding invoices and Contracts.</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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<table style="margin-left: auto; margin-right: auto;" border="0">
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<td rowspan="2"><img src="/images/howto48.png" alt="" width="48" height="48" /></td>
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<td><a href="/index.php?title=How_to_create_a_new_cryo_contract%3F">Click here</a> to read more about adding new <strong>Cryo contracts</strong>.</td>
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<td><a href="/index.php?title=How_to_create_a_new_cryo_invoice%3F">Click here</a> to read more about adding new <strong>Cryo invoices</strong>.</td>
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<td><a href="/index.php?title=MedITEX_IVF_Settings#Cryo_contracts_and_accounting"><img src="/images/plus48.png" alt="" width="48" height="48" /></a></td>
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<td>&nbsp;<a href="/index.php?title=MedITEX_IVF_Settings#Cryo_contracts_and_accounting">Click here</a> to know how to configure <strong>Cryo contracts and accounting</strong>.</td>
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<p>&nbsp;</p>
 
<p>&nbsp;</p>
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<p>&nbsp;</p>
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<p><strong>Some options are shared between tabs:</strong></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>
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<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>
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<ul>
 
<ul>
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<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>
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<li>Search by invoice number: searches for an invoice with the exact typed number.</li>
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<li>Cryo contracts: settings for cryo contracts.</li>
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<li>Select all: selects all invoices or contracts from the list displayed below.</li>
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<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>
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<li>Refresh list: updates the list of invoices and contracts being displayed.</li>
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<li>Edit contract template: opens MS Word to enable creation and editing of the template used for cryo contracts.</li>
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<li>Print list: prints the entire list.</li>
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<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>
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<li>Export to Excel: exports the entire list to MS Excel.</li>
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<li>Invoices:&nbsp; settings for invoices.</li>
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<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>
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<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>
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<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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<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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<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>
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<li style="text-align: justify;">Select the woman and the man by clicking on their names in the lists.</li>
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<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>
 
</ul>
 
<p>&nbsp;</p>
 
<p>&nbsp;</p>
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<h2>Overview of treatments</h2>
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<h3>Due invoices</h3>
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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><strong>All contracts that do not have issued invoices will be listed here.</strong></p>
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<p>In order to manage <strong>Due invoices</strong>, it is necessary to select an item from the list being displayed and click on <strong>"Print invoices"</strong>. <strong>This button will provide two options:</strong> print a new invoice from a selected template and suspend the invoice. After choosing one of the possible actions, this invoice will no longer be listed.</p>
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<p><strong>Due invoices can also be managed in groups</strong> that would take similar actions. Just select the desired invoices and click on Print invoices choosing one of the options given.</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<td>[[Image:cryo3.png|none|750px|thumb|left|link=http://wiki.meditex-software.com/images/cryo3.png|<strong>&nbsp;</strong>Due invoices.]]</td>
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<p>&nbsp;</p>
 
<p>&nbsp;</p>
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<ul>
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<h3>Outstanding invoices</h3>
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<p><strong>All invoices that have not been paid that are either overdue or early.</strong></p>
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<p>In order to manage <strong>Outstanding invoices</strong>, it is necessary to select an item from the list being displayed and click on <strong>"(Serial-) Action"</strong>. <strong>This button will provide the following options:</strong> Payment received, Reminder, Last reminder, Termination and Cancel invoice. After choosing one of the possible actions, this invoice will no longer be listed.</p>
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<p><strong>Outstanding invoices can also be managed in groups</strong> that would take similar actions. Just select the desired invoices and click on <strong>"(Serial-) Action</strong>" choosing one of the options given. The option will be applied to all invoices selected.</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<td>[[Image:cryo4.png|none|750px|thumb|left|link=http://wiki.meditex-software.com/images/cryo4.png|Outstanding invoices.]]</td>
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<p>&nbsp;</p>
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<h3>Contracts</h3>
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<p><strong>All cryo contracts are listed in this tab</strong>. Contracts that are still active, terminated and the ones that require special attention.</p>
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<p><strong>Contracts can exhibit warnings in two distinct situations</strong>. If a contract has no straws assigned to it and if all straws that were assigned to this contract are thawed.</p>
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<p>In order to manage contracts, double click it and from the opened window it is possible to view and change its information.</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<td>[[Image:cryo5.png|none|750px|thumb|left|link=http://wiki.meditex-software.com/images/cryo5.png|Contracts.]]</td>
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<p>&nbsp;</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<td><a href="/index.php?title=MedITEX_IVF_how_to#Cryo"><img src="/images/howto48.png" alt="" width="48" height="48" /></a> <a href="/index.php?title=MedITEX_IVF_how_to#Cryo_contracts_and_invoicing">Click here</a> to learn more about <strong>Cryo contracts and accounting </strong>on our <strong>How to</strong> page.</td>
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<td style="text-align: right;"><a href="/index.php?title=MedITEX_IVF_manual">Back to the MedITEX IVF menu </a></td>
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<td style="text-align: right;"><a href="#top">Back to top</a></td>
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<p><span class="mw-headline"><br /></span></p>

Latest revision as of 11:09, 5 April 2016

This is where all the information from cryo contracts and accounting can be managed the easiest. The functionalities were divided in 3 tabs: Due invoices, Outstanding invoices and Contracts.

<tbody> </tbody>
<img src="/images/howto48.png" alt="" width="48" height="48" /> <a href="/index.php?title=How_to_create_a_new_cryo_contract%3F">Click here</a> to read more about adding new Cryo contracts.
<a href="/index.php?title=How_to_create_a_new_cryo_invoice%3F">Click here</a> to read more about adding new Cryo invoices.
<a href="/index.php?title=MedITEX_IVF_Settings#Cryo_contracts_and_accounting"><img src="/images/plus48.png" alt="" width="48" height="48" /></a>  <a href="/index.php?title=MedITEX_IVF_Settings#Cryo_contracts_and_accounting">Click here</a> to know how to configure Cryo contracts and accounting.

 

Some options are shared between tabs:

  • Search by invoice number: searches for an invoice with the exact typed number.
  • Select all: selects all invoices or contracts from the list displayed below.
  • Refresh list: updates the list of invoices and contracts being displayed.
  • Print list: prints the entire list.
  • Export to Excel: exports the entire list to MS Excel.

 

Due invoices

All contracts that do not have issued invoices will be listed here.

In order to manage Due invoices, it is necessary to select an item from the list being displayed and click on "Print invoices". This button will provide two options: print a new invoice from a selected template and suspend the invoice. After choosing one of the possible actions, this invoice will no longer be listed.

Due invoices can also be managed in groups that would take similar actions. Just select the desired invoices and click on Print invoices choosing one of the options given.

<tbody> </tbody>
 Due invoices.

 

Outstanding invoices

All invoices that have not been paid that are either overdue or early.

In order to manage Outstanding invoices, it is necessary to select an item from the list being displayed and click on "(Serial-) Action". This button will provide the following options: Payment received, Reminder, Last reminder, Termination and Cancel invoice. After choosing one of the possible actions, this invoice will no longer be listed.

Outstanding invoices can also be managed in groups that would take similar actions. Just select the desired invoices and click on "(Serial-) Action" choosing one of the options given. The option will be applied to all invoices selected.

<tbody> </tbody>
Outstanding invoices.

 

Contracts

All cryo contracts are listed in this tab. Contracts that are still active, terminated and the ones that require special attention.

Contracts can exhibit warnings in two distinct situations. If a contract has no straws assigned to it and if all straws that were assigned to this contract are thawed.

In order to manage contracts, double click it and from the opened window it is possible to view and change its information.

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Contracts.

 

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<a href="/index.php?title=MedITEX_IVF_how_to#Cryo"><img src="/images/howto48.png" alt="" width="48" height="48" /></a> <a href="/index.php?title=MedITEX_IVF_how_to#Cryo_contracts_and_invoicing">Click here</a> to learn more about Cryo contracts and accounting on our How to page.
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<a href="/index.php?title=MedITEX_IVF_manual">Back to the MedITEX IVF menu </a> <a href="#top">Back to top</a>