Revision as of 10:21, 29 April 2016

Nella barra menù in alto cliccare su Sistema -> Configurazione / amministrazione -> Impostazioni.

Entrati nelle impostazioni cliccare la tab Sistema poi selezionare Funzioni e Contratti crio e fatturazione.

Spiegazione dei campi/icone:

• 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.