Preparing an Estimate - a few problems

I finally got around to preparing an estimate for a large surgical case and ran into a few problems.

1) Notes do not appear on the printed estimate. While you can type in a full description in notes detailing the component charges, what is included etc, this does not then print to the estimate, necessitating writing on it by hand.

2) Multi page estimates - the front page list includes the bottom line which clearly states "Total" and lists the page total. I can clearly see cases where page two is lost (or disregarded) and clients insist that the total on page one is the one that counts. Needs to be removed or titled sub total

3) Listing order - the printed order on the estimate does not match the order as entered. This makes things a bit messy with drugs mixed in amongst fees etc. This gave me a problem in that the above job included an xray that could have meant surgery might not go ahead, so I could draw a line under that point and say that everything below that point would only occur if the xray was clear, but it all got shuffled.

Comment viewing options

Select your preferred way to display the comments and click "Save settings" to activate your changes.

Re: Preparing an Estimate - a few problems

Hi,

All of these issues can be readily fixed with a few minor changes to the estimation template.  The default template we supply is pretty basic I'm afraid but will try and update for version 1.5. :-)

In order to change need to edit template in IReport and reload.  Had some hints on this in a previous post.

http://www.openvpms.org/forum/estimations-item-order

but maybe worthwhile getting your implementer to make the changes as will be quicker.  :-)

Cheers

Tony

Syndicate content