Create/Edit/View Product Template

Complete

This is the create/edit/view screen for product Templates. These are used to group a number of products together so that time is saved when generating invoices and estimates.  

The fields are as follows:
Id - the ID of the template
Name - its name
Description - used to clarify the name if necessary
Print Aggregate - if checked, the template will be printed as an aggregate in charges and estimates. If unchecked, each line item produced by the template will be printed.
Type - this is used to set the Product Type - see Concepts|Products. These aren't required for Templates but may be used for classification and reporting.
Use only in Templates - if ticked, indicates that the product can only be used in charges and estimates via another Product Template
Active - uncheck this box to deactivate the product
Invoice Note - if present, this is added to the invoice note of the invoice. It is added to any pre-existing text and does not replace it. If a template is used in an Estimate, the Invoice Note will be included when the Estimate is invoiced.
Visit Note - if present, this is added to the medical record as a note.
Includes are the items that the template includes. These can be either products or templates.

An included item may have a:

  • Low and High Quantity. These are used to specify the low and high quantities for the item when the template is used in a estimate. The High Quantity is used when the template is used in an invoice.
  • Weight, used to conditionally include the item based on patient's weight. There are 3 fields: the lower and upper limits and the units (which can be Kilograms, Grams, Pounds or None - if None is specified then any lower and upper limits will be ignored). To be included the patient weight must be greater than or equal to the lower limit and less than the upper limit. Note that the program will not detect over-lapping weight ranges as an error, but will use the first matching one. As indicated in the above screen shot, properly set weight data will include a set that has 0 as a lower limit, and 999 (ie large) as an upper limit. Note also that the system does not require that the weight units used here are the same as the weight units used for the patient's weight.
  • Skip If Missing, used when the Practice Use Location Products option is selected. If the product is not available at the location and it is:
    • unselected, template expansion will fail with an error message.
    • selected, it will be skipped, and no error will be displayed.
      This can be used to conditionally include location-specific products.
  • Zero Price indicator. When selected, the item will be given a zero fixed and unit price when the template is used. This can be used for items that aren't charged for, but are included for stock control purposes.
  • Print indicator. Determines if zero-priced items should be printed in charges and estimates. Only applies when Print Aggregate is unchecked.

If the template includes other templates, then when the template is used, any repeated product will have its quantities summed so that it only appears once in the invoice or estimate.

If the included template has a quantity other than 1, then this is used to multiply the quantities of the included products.  Hence if Template A includes 2 of Template B and Template B includes 3 of Product X, then the total quantity of Product X will be 2x3=6.

Note that a template cannot include itself - either directly or indirectly (ie A includes B which includes A). The first will cause an immediate error and you will not be able to save the template. The second will cause an error when the template is used.

Medications with Doses

If a template includes a Medication with doses, the calculated dose will override the Low and High Quantity, except when the Low Quantity is zero.

 

See Tabs for a description of the fields in the other various tabs.