Multiple Pets and Invoice finalization
Had an interesting query from a client today - and to be honest its one that I have been hounded on in the past.
The problem: Vet is a emergency hospital and has 2 patients from the same family in hospital . Patient A is discharged first and through check out the invoice is finalized ....but B is still in hospital for another 24hrs...but oops invoice was finalized so now the staff need to make a new one....FRUSTRATION!
I didnt really have a solution aside from suggesting a new invoice via the NEW button for each patient. OR being more careful with finalisation.
Any tips or ideas from the collective?
Re: Multiple Pets and Invoice finalization
Ben - an approach that enforced one invoice per customer/patient would not make us happy- the housecall practice routinely does multiple patients/customer visit.
However, maybe we should think about a facility to warn when about to finalise an invoice which covers multiple patients. ie if have patients A & B and you initiate the checkout of patient B, then the system asks if A should also be checked out, and if you say No then B's visit and task and appointment get completed but the inoices is left open.
Obviously one could do this on the check-in side, ie if patient A is already checked in (and has an active invoice), then when check-in B the system asks if you want a separate invoice created.
However, I am certain that the process and logic need more discussion prior to implementing.
Regards, Tim G
Re: Multiple Pets and Invoice finalization
I agree completely I wouldnt support 1 invoice / pet either - thats going backward
Otherwise I am not to sure - I am sure we dont want too many questions for people to think about when they checkin/out...our poor little staff just want to fix pets :)