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Picking up finalised invoice to add charges

Submitted by ppvs on Mon, 20/05/2013 - 16:59
in

Again wondering if others have seen this..

I have added a client to a worklist to order goods on the day they have collected some other goods. It is pending.

When the ordered goods have come in I have clicked consult so I can bill it and move to waiting to pay but it keeps picking up the finalised invoice from the other day rather than starting a new visit.

Again, any thoughts?

Bernie

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Re: Picking up finalised invoice to add charges

Submitted by bencharlton (not verified) on Tue, 21/05/2013 - 09:07.

Im trying to reproduce this Bernie can you please run through it step by step.

Particular focus on when the first invoice is finalized.

Re: Picking up finalised invoice to add charges

Submitted by ppvs on Thu, 23/05/2013 - 16:25.

I have it happen a couple of times now.

First invoice was finalised on the 11/05 and the task created in the worklist.

Approx a week later I have picked up the task and pressed consult - this way it can be transferred once completed - at this point the charging picked up the original finalised invoice. Also the visit was comepleted.

I will continue to monitor.

Bernie

Re: Picking up finalised invoice to add charges

Submitted by ahn (not verified) on Fri, 31/05/2013 - 18:19.

I have had this happen as well, but it seems to only happen (that I can see) if the original invoice was billed through "Charges", not consult or if the Visit is left In Progress.

 

Amanda

Re: Picking up finalised invoice to add charges

Submitted by ppvs on Sat, 01/06/2013 - 08:07.

The ones that I have had happen are when charges are used not a visit.

Cheers,

Bernie

Re: Picking up finalised invoice to add charges

Submitted by tanderson on Tue, 04/06/2013 - 17:47.

When you do a Consult, the most recent Visit, and the Invoice associated with the Visit, is used.

A Visit will be selected if it is:

  • In Progress, and less than a week old
  • Completed, and the appointment or task date >= the Visit start date and <= the Visit end date

In your case, it sounds like it is picking up a completed Visit dated around the time of the work-list task, whose Invoice is finalised.

I'm not sure of the best approach to handle this. Possible alternatives could be to:

  • display up a message to indicate that an old Visit is being used, and prompt to create a new one
  • prompt to create a new invoice if the current invoice is finalised

-Tim

Re: Picking up finalised invoice to add charges

Submitted by Yuri on Tue, 04/06/2013 - 19:12.

Tim said

>A Visit will be selected if it is:

  • Completed, and the appointment or task date >= the Visit start date and <= the Visit end date

This situation occurs commonly where we examine a patient in the morning, visit is finalised/completed; then the patient is reviewed on the same day in the afternoon or evening.  We  struggle to create a new invoice to charge out the afternoon's visit bacause OV says the current invoice is finalised. Now I understand why we have a similar issue.

My preference would be to:

  • prompt to create a new invoice if the current invoice is finalised

as either

  • the client decides to purchase something else after the first invoice is finalised; or
  • the patient is re-examined later on the same day.

(either option may or may not warrant a new Visit, merely a new note on the same Visit).

Yuri.

 

Re: Picking up finalised invoice to add charges

Submitted by tanderson on Thu, 06/06/2013 - 18:10.

So if the current invoice is finalised, there should be an option to create a new invoice. This new invoice will be linked to the Visit active at the time of the consult.

A Visit may therefore have multiple invoices.

If no new invoice is created, charging won't be possible, but you will be able to review existing charges.

Re: Picking up finalised invoice to add charges

Submitted by Yuri on Thu, 06/06/2013 - 19:50.

Sounds right to me.

Yuri.

Re: Picking up finalised invoice to add charges

Submitted by activet on Wed, 24/07/2013 - 10:53.

I agree with Yuri. This option will be great. Currently we have to navigate to the client menu bar and click Charges|New to add a new invoice so if there's a way to reduce to clicks, that will be much appreciated.

Regards,

Anthony (ActiVet)

Kind regards,

Anthony (ActiVet)

Re: Picking up finalised invoice to add charges

Submitted by tanderson on Wed, 24/07/2013 - 12:24.

This is available in 1.6.1. You might want to hold off upgrading for a little bit, as 1.6.2 will be out shortly.

-Tim

Re: Picking up finalised invoice to add charges

Submitted by activet on Wed, 24/07/2013 - 13:34.

Ok, thanks Tim!

Kind regards,

Anthony (ActiVet)

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