General User's Discussion

Comments and discussion on the general functionality of the application including look and feel, performance etc. This forum connects to a mailing list. All posts from the mailing list are submitted to the forum and all posts submitted to the forum will be sent to the list.

print current balance on account being paid off

I am using version 2.0.2.

 

How can I print statement of current balance on money owing? Is it under "account" - if so how? 

Reporting - Till Balancing

Forgot to clear til from yesterday.

Can you clear til from yesterday?

Dispensing Label Associated with templates & turning on/off dose rate calculation in templates

Hi,

Would it be possible to have a dispensing label associated with a product template?

Reason.

We have butorphanol injection. We want this to be in 3 different templates.

1)- Butorphanol sedative injection

2)- Butorphanol CRI - 20mL syringe

3)- Butorphanol CRI - 60mL syringe

In cases 2 and 3 we do NOT want dose rates to auto-calcuate. We want a fixed amount dispensed.

Gross takings report

I was wondering what the best report to look at gross turnover is?  I have been using Practice Clinician Sales Report but it doesn't match up with the daily takings so I'm not sure if that is the best report to use.  Maybe there is a way to look up a range of dates for bank deposits?  Thanks

Scheduled Reports Tweak

Hi,

For scheduled reports would be good to be able to specify a document name (File Format Name) that over-rides the normal document name.

 

Why?

 

I have several slightly different versions of the same report that run each month. When I save these the file names they all the same and they have to be manually renamed or over write one another.

 

Not a big issue at all – just one of those small usability tweaks that would be lovely if time and money allowed.

 

: )

Referral Vet Practice by Income Report

Hi,

Does anyone have the Referral Income by Practice-Vet report they could share?

I tried to be clever and edit the one I had in Jasper Reports so I only had Clinic Name and the total number of referrals they had done (no break down of clinician or $ amount or anything else), but I deleted too much info and now doesn't work (I only have the clinic names).

Alternatively, if anyone has a report they want to share that gives this information, that'd be great too.

Customer Documents in the Mail dialog

Hi everyone,

Hope the lead up to December isn't driving everyone potty.

 

This query comes from our desk who ask

"Can we send several invoices or receipts in a single email rather than clicking for each document?"

My questions as answers are;

a) Is there a reason why financial documents don't populate the Customer Documents query in the mail dialog?

b) On a similiar vein, is there a reason why estimates don't populate the Patient Documents query in the mail dialog?

Ta!

ACCESS TO VPMs from other sites and VPN set up.

I run a part time practice and when away or doing other work I would like to give access to 2 colleagues so they can see history and enter consults.

 

My version is 2.0.2 and cloud based.

 

To do this I need to set vpn for them and get forum feedback on feasibility of this. It is still a 1 vet practice but with potential several users.

 

On related VPN -  I have found setting up VPN really difficult and Amazon customer service terrible. Can anyone suggest other people who can provide vpn?

Statement and other automated emails

Just FYI we noted that monthly statements that are sent are not logged in the Comms log...they probably should be so that when clients complain they have not yet received it ...we can trace it back 

Side note Tim A have you got any sort of SLF4J config that could just log a message when an email is sent from open - we are switching over to AWS SES as a provider - due to send grids abysmal blacklisting.  Unfortunately, SES's delivery tracking is not as fine-grained as Sendgrid

 

Cheers

Ben

Help with Report :-(

I don't know what I'm doing wrong with this report but if anyone can tell me where I'm being stupid, it would be much appreciated.

I'm drafting this report which generates our daily surgery running sheet and I can't get the parameter to prompt when  running the report.

I have tried everything, including version checking and basing it in a different report. No luck.

I can successfully run it in Ireport.

What am I doing wrong?

Thanks for any help,

Matt

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