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

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.

Cryo contracts.

• Automatically create contract number: if this option is checked, it will apply a predefined rule to generate a number once every cryo contract is created in the demographics.

• 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.

Invoices.

Automatically create invoice number: If this option is checked, it will apply a predefined rule to generate a number once every invoice is created.

Actions and document templates:

• 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 clicking 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.

• Automatically create invoice title: 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 – until month / year) is checked, it also includes month and year to the name.

• Standard format for invoice: choose a default format for your invoices.

• Reaction period: the amount of days the patient has to pay an invoice.

 

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