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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.

Printing a receipt instead of an invoice

Submitted by Guest on Tue, 06/05/2014 - 20:37
in

Hello.

 

We have a Star Receipt Printer connected to our OPV server.  This printer sends a kick to our cash-drawer whenever it prints a receipt.

 

We have configured OPV to print a receipt automatically by unticking the "manual" box under Admin>Templates>Receipt>Printers.

 

Printing a receipt instead of an invoice

Submitted by Guest on Tue, 06/05/2014 - 20:37
in

Hello.

 

We have a Star Receipt Printer connected to our OPV server.  This printer sends a kick to our cash-drawer whenever it prints a receipt.

 

We have configured OPV to print a receipt automatically by unticking the "manual" box under Admin>Templates>Receipt>Printers.

 

Restricting staff access

Submitted by Louise Bower on Mon, 05/05/2014 - 14:24
in

Is there a way to restrict individual staff's access to componants of the system? ie. to accessing 1 particular clients file?

How to do a client mail out based on pet statistics

Submitted by Guest on Mon, 05/05/2014 - 12:41
in
Hi guys,
I'm after step by step instructions on how to do a mailout to clients who's pets fall within a certain age range (we are inviting pets of a certain age to a clinic promotion).
I have been able to generate a patient activity report with the criteria that I need (age and if they have been in for a vaccination in the last 15 months).
I now need help to export this information into a letter that can be printed with the client and pet details to be sent to the client.

Is there anywhere that has this step by step please?

How to do a client mail out based on pet statistics

Submitted by Guest on Mon, 05/05/2014 - 12:40
in
Hi guys,
I'm after step by step instructions on how to do a mailout to clients who's pets fall within a certain age range (we are inviting pets of a certain age to a clinic promotion).
I have been able to generate a patient activity report with the criteria that I need (age and if they have been in for a vaccination in the last 15 months).
I now need help to export this information into a letter that can be printed with the client and pet details to be sent to the client.

Is there anywhere that has this step by step please?

Preview Vs Print on Customer Charges Screen

Submitted by EastsideVetEmerg on Sun, 04/05/2014 - 17:04
in

Hi,

Just curious why there is no "print" button for invoices on the Customer|Charges screen. I just wanted to email an invoice (uncompleted) to myself actually and noticed I couldn't do it (Preview only).

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.

 

Payment reversal improvements

Submitted by Guest on Thu, 24/04/2014 - 07:54
in

One needs to reverse a payment under the following circumstances:

Updates to the Customer/Patient Summary Region

Submitted by Ben_Charlton on Wed, 23/04/2014 - 13:15
in

I would like to suggest we add a flag to appear in the customer summary window if there are estimates that are current on file for the client. We have had a number of situation where staff have not checked for an estimate before billing and while normally this doesnt matter because they bill the estimate anyway, it would be nice if people where aware that an estimate exists.

Payment default amount

Submitted by Louise Bower on Tue, 22/04/2014 - 16:44
in

 

Is there a way to default the payment amount to $0.00, instead of it automatically defaulting to the amount the customer owes? This is causing problems for us, staff arent changing the amount if client pays less than they owe.

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