Cryo contracts and accounting

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<h2>Cryo contracts and accounting</h2>
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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>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.</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<p>Some options are shared between tabs:</p>
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<tbody>
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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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</tbody>
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</table>
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<p>&nbsp;</p>
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<p><strong>Some options are shared between tabs:</strong></p>
 
<ul>
 
<ul>
 
<li>Search by invoice number: searches for an invoice with the exact typed number.</li>
 
<li>Search by invoice number: searches for an invoice with the exact typed number.</li>
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<p>&nbsp;</p>
 
<p>&nbsp;</p>
 
<h3>Due invoices</h3>
 
<h3>Due invoices</h3>
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<p>All contracts that do not have issued invoices will be listed here.</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 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.</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>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.</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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<p>[[Image:cryo3.png|none|750px|thumb|left|link=http://wiki.meditex-software.com/images/cryo3.png|<strong>&nbsp;</strong>Due invoices.]]</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<tbody>
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<tr>
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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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</tr>
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</tbody>
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</table>
 
<p>&nbsp;</p>
 
<p>&nbsp;</p>
 
<h3>Outstanding invoices</h3>
 
<h3>Outstanding invoices</h3>
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<p>All invoices that have not been paid that are either, overdue or early are listed here.</p>
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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 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.</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>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.</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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<p>[[Image:cryo4.png|none|750px|thumb|left|link=http://wiki.meditex-software.com/images/cryo4.png|Outstanding invoices.]]</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<tbody>
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<tr>
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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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</tr>
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</tbody>
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</table>
 
<p>&nbsp;</p>
 
<p>&nbsp;</p>
 
<h3>Contracts</h3>
 
<h3>Contracts</h3>
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<p>All cryo contracts are listed in this tab. Contracts that are still active, terminated and the ones that require special attention.</p>
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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>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.</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>
 
<p>In order to manage contracts, double click it and from the opened window it is possible to view and change its information.</p>
 
<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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<p>[[Image:cryo5.png|none|750px|thumb|left|link=http://wiki.meditex-software.com/images/cryo5.png|Contracts.]]</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<tbody>
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<tr>
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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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</tr>
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</tbody>
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</table>
 
<p>&nbsp;</p>
 
<p>&nbsp;</p>
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<h2>Creating a new cryo contract</h2>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<p>A new cryo contract is created from the patient&rsquo;s demographic view. In order to create it, click on the arrow next to New entry (button). From the menu, select Cryo contract.</p>
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<p>[[Image:cryo6.png|none|750px|thumb|left|link=http://wiki.meditex-software.com/images/cryo6.png|Create new cryo contract.]]</p>
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<tr>
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<p>&nbsp;</p>
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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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<p>From this new window, fill all the information and select the straws that are going to be assigned to this contract.</p>
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<p>[[Image:cryo7.png|none|750px|thumb|left|link=http://wiki.meditex-software.com/images/cryo7.png|New cryo contract information editing.]]</p>
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</tbody>
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<p>&nbsp;</p>
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</table>
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<p>Select the document that is going to be used as the contract from the bottom of this screen, or click on Create contract document to auto generate the contract with the data entered.</p>
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<p>Click Ok to save.</p>
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<p>&nbsp;</p>
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<p>Explanation of the fields/icons:</p>
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<ul>
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<li>Contract date: date of creation of the contract.</li>
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<li>Contract start: date when the contract start being valid.</li>
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<li>Contract no.:&nbsp; number of the contract. It can be auto generated pressing the button <img src="/images/strawID.jpg" alt="File:strawID.jpg" width="21" height="19" />.</li>
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<li>Contract: coverage (in months) of the contract.</li>
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<li>Frequency: how often the contract has to be update.</li>
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<li>Amount: cost of the contract.</li>
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<li>Payment method: method for paying the invoice generated after the contract.</li>
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<li>Created by: person that created the contract.</li>
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<li>Status: current situation of the contract. This can be active or terminated. Active contracts are still valid and in case a contract has expired, all straws are thawed or for some other reason the contract is not necessary, a contract can have its status terminated.</li>
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<li>Date: date when the contract was terminated. This field is only activated when terminated status is checked.</li>
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<li>Reason: reason for terminating the contract. This field is only activated when terminated status is checked.</li>
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<li>Note: blank space left for unusual situations where it is necessary to have information documented.</li>
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<li>Straw selection: list of straws cryopreserved for the selected patient.</li>
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<li>Document: selection of file to be used as a template for the contract.</li>
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</ul>
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<p>&nbsp;</p>
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<h2>Creating a new cryo invoice</h2>
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<p>Now that the contract has been created, there is a need to issue an invoice for this contract. To do that, double click the contract and press <img src="/images/contrico.jpg" alt="File:contrico.jpg" width="24" height="23" /> or, on Cryo contracts and accounting, select the desired contract from the tab Due invoices.</p>
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<p>On the new window, click on New Invoice and choose between a template of invoice document or to suspend the issue of the invoice. Clicking to suspend the invoice will only increase the date of when it is due.</p>
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<p>[[Image:cryo8.png|none|750px|thumb|left|link=http://wiki.meditex-software.com/images/cryo8.png|New invoice.]]</p>
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<p>&nbsp;</p>
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<p>If a document is chosen, a new window will open. In this window, it is possible to change the date of the invoice. By default, it is set for the current date, but it is also possible to set it for some time in the future. This date is important because it has an influence on the due date of the invoice. Therefore, from the date set in this window, the patient will have 21 days (Reaction period) to pay for the invoice.</p>
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<p>After finishing creating the invoice, press Ok and MS Word will open in order to edit and print the invoice.</p>
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<p>Press Ok to confirm the creation of the invoice.</p>
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<p>If the contract window is still open on the background, press Ok to close it.</p>
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<p>&nbsp;</p>
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<p>Invoices - Explanation of the fields/icons:</p>
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<ul>
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<li>Contract number: number of the contract.</li>
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<li>Contract start: date when the contract start being valid.</li>
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<li>Contract: coverage (in months) of the contract.</li>
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<li>Amount: cost of the contract.</li>
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<li>Frequency: how often the contract has to be update.</li>
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<li>Status: current situation of the contract.</li>
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<li>Cryo storage date: date when material was frozen.</li>
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<li>Cryo total: total number of frozen material.</li>
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<li>Currently in storage: total number of frozen material still in storage.</li>
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<li>Payment method: method for paying the invoice generated after the contract.</li>
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<li>Note: blank space left for unusual situations where it is necessary to have information documented.</li>
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<li>Invoices: list of invoices created for this contract.</li>
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<li>History of the currently selected invoice: list of actions taken for each invoice selected from the list above.</li>
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</ul>
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<p>&nbsp;</p>
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<p>Create new invoices - Explanation of the fields/icons:</p>
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<ul>
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<li>Contract number: number of the contract.</li>
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<li>Contract: coverage (in months) of the contract.</li>
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<li>Amount: cost of the contract.</li>
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<li>Invoice date: date of creation of the invoice. This date influences when the invoice is due. Therefore, from the date set in this window, the patient will have 21 days (depending on the Reaction period) to pay for the invoice.</li>
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<li>Invoice number: number automatically generated for the invoice.</li>
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<li>Invoice tittle: title of the invoice. It can be generated automatically pressing the button (button).</li>
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<li>Create document as: changes the invoice format: *.doc or *.pdf.</li>
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<li>Created by: person that created the contract.</li>
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<li>Note: blank space left for unusual situations where it is necessary to have information documented.</li>
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</ul>
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<ul>
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</ul>
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<table style="float: right;" border="0">
 
<table style="float: right;" border="0">
 
<tbody>
 
<tbody>

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.

<tbody> </tbody>
Contracts.

 

<tbody> </tbody>
<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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