1.7 Alpha Task complete status set on Finalise=N

Submitted by Guest on Wed, 14/08/2013 - 11:29

General developer's discussion

In the checkout phase of a task, the task status is set to Billed when the invoice status is set to Complete.

However, if during the checkout process, the user replies NO to the Finalise Invoice question, then the task status is not left as Billed but changed to Complete.

I understand the logic - the task is indeed complete in that checkout has been done (even though the invoice status remains as Complete), and indeed if one looks at the Reporting|Work In Progress screen, one can see that the invoice has not been finalised.

Question: is there any sympathy for the view that the task status should remain as Billed until the invoice is finalised?

Regards, Tim G

Re: 1.7 Alpha Task complete status set on Finalise=N

Submitted by tanderson on Thu, 15/08/2013 - 21:17.

If you want to manage the invoice independently of Check-Out, then making the task Completed is a good thing; you don't have to go back and manually set it Completed at a later time.

Alternatively, if you don't want to finalise the invoice yet, then setting it to Billed would enable the Check-Out workflow to be run again. But in this case, its just as easy to cancel the workflow.

I don't know which is the better approach; I tend towards the former, but I think it's more a question best directed at the users.

-Tim

Re: 1.7 Alpha Task complete status set on Finalise=N

Submitted by tgething (not verified) on Mon, 19/08/2013 - 18:50.

Tim A - after some consideration, I am withdrawing my proposal. After discussing things with the practice manager, we will run things as follows:

the vet is responsible for completing the invoice - ie when he/she is happy that the consult is functionally complete he/she marks the invoice as completed.
reception is responsible for doing checkout - things showing status as 'billed' on the worklist/schedule are ready for the checkout process - which involves getting the customer to agree to the invoice, and then finalising it and printing all the necessary stuff and getting their money.
the practice manager can keep an eye on things via the Reporting|Work in Progress screen

HOWEVER, in playing with the system trying this out, I find that if I press the Completed button on the Invoice tab of the visit editor, I get returned to the Workflow|Schedule screen, but the status is 'Waiting'. If I then press Consult to return to the visit editor, and do nothing else other than press the OK button, then back on the Schedule screen the status has changed to Billed.

Note also that if I do the check-in and then say add a note and then press OK in the visit editor, when I return to the Schedule screen, the status is still Waiting. If I then press Consult, and then (without doing anything else) press OK, now back at the Schedule screen, the status has changed to In Progress.

So there is something funny about the status update on the first exit from the visit editor.

Regards, Tim G

Re: 1.7 Alpha Task complete status set on Finalise=N

Submitted by bencharlton (not verified) on Fri, 16/08/2013 - 10:17.

Similar issue....when printing an invoice at checkout we have the option to MAIL the invoice...I believe this should count as PRINTING and set the Invoice printed field to true.

Thoughts.?

Ben