Summary
Submitted by Guest on Thu, 16/03/2017 - 20:56
The following table summarises the standard Document Templates and their Types and usage.
Document Template Name | Template Type | Used by/for |
---|---|---|
Bank Deposit | Bank Deposit | Reporting|Deposits|Print |
Customer Account Balance Report | Customer Account Balance | Reporting|Debtors|Report |
Counter Sale | Customer Counter Sale | Customers|Charges|Counter Sale|Print |
Credit | Customer Credit | Customers|Charges|Credit |
Estimation | Customer Estimate | Customers|Estimates|Preview|Print |
Invoice | Customer Invoice | Customers|Charges|Invoice|Print |
Receipt | Customer Payment | Customers|Payments|Payment|Print |
Statement | Customer Statement | Reporting|Debtors|Print & Send All |
Grouped Reminders Report | Grouped Reminders | Reporting|Reminders|Send All |
Message | Message | Workflow|Messaging|Print |
Desexing Certificate | Patient Form | check-in processing |
Vaccination Certificate | Patient Form | check-in processing |
Patient Image | Patient Image | Patients|Medical Records|Documents|Print where the item is an Image |
Referral Letter | Patient Letter | report macro |
Reminder Cartrophen First | Patient Letter | Reporting|Reminders|Print & Send All |
Reminder Desexing First | Patient Letter | Reporting|Reminders|Print & Send All |
Reminder Vaccination First | Patient Letter | Reporting|Reminders|Print & Send All |
Reminder Vaccination Puppy and Kitten First | Patient Letter | Reporting|Reminders|Print & Send All |
Reminder Vaccination Second | Patient Letter | Reporting|Reminders|Print & Send All |
Drug Label | Patient Medication Label |
Customers|Charges|Invoice & Patients|Medical Records|New|Medication where item has a dispensing label |
Patient Clinical Event | Patient Visit | Patients|Medical Records|Print |
Patient Reminders Report | Reminder Report | Reporting|Reminders|Report |
Clinician Sales Report | Report | Reporting|Reports |
Customer Acquisition Report | Report | Reporting|Reports |
Customer Balance Report | Report | Reporting|Reports |
Customer List Report | Report | Reporting|Reports |
Customer Payments Report | Report | Reporting|Reports |
Customer Product Sales Report | Report | Reporting|Reports |
Customer Reconciliation Report | Report | Reporting|Reports |
Customer Referral Report | Report | Reporting|Reports |
Customer Sales Report | Report | Reporting|Reports |
Patient Acquisition Report | Report | Reporting|Reports |
Patient Deceased Report | Report | Reporting|Reports |
Patient List Report | Report | Reporting|Reports |
Patient Sterilisation Report | Report | Reporting|Reports |
Practice Clinician Sales Report | Report | Reporting|Reports |
Product List Report | Report | Reporting|Reports |
Product Price List Report | Report | Reporting|Reports |
Stock Reorder Report | Report | Reporting|Reports |
Stock Take List Report | Report | Reporting|Reports |
Stock Valuation Report | Report | Reporting|Reports |
StockTake Sheet Report | Report | Reporting|Reports |
Counter Sale Items | Sub Report | line items component of Report |
Credit Items | Sub Report | line items component of Report |
Estimation Items | Sub Report | line items component of Report |
Invoice Items | Sub Report | line items component of Report |
Invoice Reminders | Sub Report | line items component of Report |
Order Items | Sub Report | line items component of Report |
Receipt Items | Sub Report | line items component of Report |
Statement Items | Sub Report | line items component of Report |
Order | Supplier Order | Suppliers|Orders|Preview & Generate |
Till Balance | Till Balance | Reporting|Till Balances|Print |
Work In Progress Report | Work in Progress Charges | Reporting|Work In Progress|Report |