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Clinician NOT being set on Invoice all the time

Submitted by Ben_Charlton on Fri, 02/05/2014 - 14:53
in

We have noticed that the clinician is not being set on the parent invoice node regularly.

The checkin process seems to mean that the checkin staff member creates the invoice at the time of checkin and thus the invoice clinician is set as a blank.  

The clinician is still associated with each line item however the parent invoice will have no clinician listed

 

This has implications for people using various custom reports to return clinician KPI in certain reports such as 

Practice Clinician Sales reports.

 

 

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Re: Clinician NOT being set on Invoice all the time

Submitted by tanderson on Sun, 04/05/2014 - 17:04.

There are a few ways the invoice can be assigned a default clinician on check-in:

  • a user with clinician classification performs the check-in
  • check-in is performed from an appointment, which has the clinician set
  • the clinician is manually selected during check-in, and prior the Visit dialog being displayed

For reports that are dependent on the clinician being set, you could one or more of the following:

  • require that each invoice has the clinician populated, by setting minCardinality="1" for the clinician node
  • change the reports to use the invoice item. If multiple clinicians work on a patient, this is probably required
  • report on invoices that don't have clinicians set, and update manually

 

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