How to change the contract settings?

From MedITEX - Wiki

(Difference between revisions)
Jump to: navigation, search
 
Line 23: Line 23:
 
<ul>
 
<ul>
 
<li>
 
<li>
−
<p style="text-align: justify;"><strong>Contract types</strong>: a list with all types of contracts that can be issued. With the <strong>"Plus"</strong> button, you can add a new type of contract. Do this by  specifying    the <strong>name</strong>, <strong>frequency </strong>and <strong>amount </strong>in the new window. Here, you can    also set whether a contract is used as a&nbsp;<strong>Standard </strong>(template for every contract) or <strong>Active</strong> (visible templates for choosing in the cryo mask). <span id="result_box" lang="en"><span class="hps">To</span> <span class="hps">edit an existing</span> <span class="hps">contract</span><span>, double-click</span> <span class="hps">the desired row</span><span>.</span></span><span id="result_box" lang="en"><span> </span></span><span id="result_box" lang="en"><span class="hps">Deleting a</span> <span class="hps">contract</span> <span class="hps">is only possible</span> <span class="hps">if</span> <span class="hps">it is not being used</span><span>.</span></span></p>
+
<p style="text-align: justify;"><strong>Contract types</strong>: a list with all types of contracts that can be issued. With the <strong>"Plus"</strong> button, you can add a new type of contract. Do this by  specifying    the <strong>name</strong>, <strong>frequency </strong>and <strong>amount </strong>in the new window. Here, you can    also set whether a contract is used as a&nbsp;<strong>Standard </strong>(template for every contract) or <strong>Active</strong> (visible templates for choosing in the cryo mask).</p>
 +
</li>
 +
<li>
 +
<p style="text-align: justify;"><span id="result_box" lang="en"><span class="hps">To</span> <span class="hps"><strong>edit</strong> an existing</span> <span class="hps">contract</span><span>, <strong>double-click</strong></span> <span class="hps">the desired row</span><span>.</span></span><span id="result_box" lang="en"><span> </span></span><span id="result_box" lang="en"><span class="hps">Deleting a</span> <span class="hps">contract</span> <span class="hps">is only possible</span> <span class="hps">if</span> <span class="hps">it is not being used</span><span>.</span></span></p>
 
</li>
 
</li>
 
</ul>
 
</ul>
 
<ul>
 
<ul>
 
<li><strong>Edit contract template</strong>: opens MS Word to enable      creation and editing of templates used for cryo contracts. Only change  the content of these templates and never the grey colour placeholders.  The    program requires them for the correct transferring of data.</li>
 
<li><strong>Edit contract template</strong>: opens MS Word to enable      creation and editing of templates used for cryo contracts. Only change  the content of these templates and never the grey colour placeholders.  The    program requires them for the correct transferring of data.</li>
−
</ul>
 
−
<table border="0">
 
−
<tbody>
 
−
<tr>
 
−
<td>[[Image:Invoices.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/Invoices.png| Invoices.]]</td>
 
−
</tr>
 
−
<tr>
 
−
<td><strong>Automatically create invoice number</strong>: If this option  is checked, it will apply a predefined rule to generate a number once <a href="/index.php?title=How_to_create_a_new_cryo_invoice%3F"> every invoice is created</a>.</td>
 
−
</tr>
 
−
</tbody>
 
−
</table>
 
−
<p><strong>Actions and document templates</strong>:</p>
 
−
<ul>
 
−
<li><strong>Invoice</strong>: the first invoice created.                                                                                                                                               
 
−
<ul>
 
−
<li><strong>Dunning level 1</strong>: first 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><strong>Dunning level 3</strong>: third and final document emitted if payment for the invoice has not been done.</li>
 
−
<li><strong>Description</strong>: describes the content of the document.      This information  appears when navigating through <strong>Administration of      documents</strong> for a  patient.</li>
 
−
<li><strong>Action</strong>: describes what action is taken when    creating  the document.  This information appears when navigating  through    <strong>Outstanding invoices</strong> and on individual invoices for a  patient.</li>
 
−
<li><strong>Word templates</strong>: option to create and edit template      of documents. A  few options are available when clicking the <strong>Edit </strong>button:  <strong>Create new  document</strong> prompts for a <strong>Template name</strong> and opens <strong> MSWord </strong>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>
 
−
</ul>
 
−
</li>
 
−
</ul>
 
−
<ul>
 
−
<li><strong>Automatically create invoice title</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 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>
 
−
</ul>
 
−
<ul>
 
−
<li>
 
−
<p><strong>Standard format for invoice</strong>: <span id="result_box" class="short_text" lang="en"><span class="hps">choose a default</span> <span class="hps">format</span> <span class="hps">for</span> <span class="hps">your invoices.</span></span></p>
 
−
</li>
 
−
<li>
 
−
<p><strong>Reaction period</strong>: the amount of days the patient has to pay an invoice.</p>
 
−
</li>
 
 
</ul>
 
</ul>
 
<p>&nbsp;</p>
 
<p>&nbsp;</p>

Latest revision as of 16:16, 13 May 2013

 

To change the Settings of Cryo contracts and accounting click on the menu item System -> Configuration / administration -> Settings -> System -> Functions -> Cryo contracts and accounting.

<tbody> </tbody>
Settings of cryo contracts and accounting.
  • Activate cryo contracts 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.
<tbody> </tbody>
Cryo contracts.
  • Automatically create contract number: if this option is checked, it will apply a predefined rule to generate a number once every <a href="/index.php?title=Create_a_new_entry_in_demographics">cryo contract</a> is created in the <a href="/index.php?title=Demographics">demographics</a>.

  • Contract types: a list with all types of contracts that can be issued. With the "Plus" button, you can add a new type of contract. Do this by specifying the name, frequency and amount in the new window. Here, you can also set whether a contract is used as a Standard (template for every contract) or Active (visible templates for choosing in the cryo mask).

  • To edit an existing contract, double-click the desired row. Deleting a contract is only possible if it is not being used.

  • Edit contract template: opens MS Word to enable creation and editing of templates used for cryo contracts. Only change the content of these templates and never the grey colour placeholders. The program requires them for the correct transferring of data.

 

<tbody> </tbody>
<a href="/index.php?title=MedITEX_IVF_how_to">Back to How to</a> <a href="#top">Back to top</a>