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
Active - uncheck this box to deactivate the product
Invoice Note - if present, this is added to the invoice note of the invoice. Note that it is added to any pre-existing text and does not replace it.
Visit Note - if present, this is added to the medical record as a note. You must be using the visit-charge editor (i.e. the integrated editor that is displayed during Check-In and Consult), for this to work. If you simply use the Customer|Charges screen to create an invoice, then no visit note will be added to the patient's medical records.
Print Aggregate - if checked, the template will be printed as an aggregate in charges and estimates. If unchecked, the each line item produced by the template will be printed.
Includes are the items that the template includes. These can be either products or templates.
An included item may have a:
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.
See Tabs for a description of the fields in the other various tabs.