This screen displays information about the current customer - or if there is no current customer, a Select button allowing you to select a customer, and a New button to create one. It is also the first screen displayed after you log in - if you are new to OpenVPMS you might want to check out Introduction and Concepts.

With a current customer, the screen is as follows:

The screen areas are as follows:

(1) the information panel - the fields here are as follows:
name - this provides a link back to this customer information screen, ie pressing it on the Account screen, brings you back here
ID - the customer's ID number
phone - the phone number displayed here is the customer's preferred one. If the name of the phone number contact is other than the default 'Phone Number' then the name will also be shown - eg 9876 1234 (Home).
email - the customer's email address, clicking this brings up the Send Email window
Balance - the current account balance - ie what the customer owes us
Overdue - the part of the balance that is overdue, ie is overdue for payment
Current Amount - the part of the balance that is due to activity in the current accounting period
Unbilled - the total of any transactions that have not yet been finalised
Projected Amount - the sum of Balance+Unbilled - ie what the balance will be after the unbilled transactions are finalised
Alerts - shows any current alerts for the customer - you can click on the alert to display its details, or if there are more than 4 and 'More...' is displayed, press the View All button to display all the alerts
SMS Button - this will be displayed if the customer has an SMS enabled phone number - press it to send an SMS message

(2) the select area - this shows the customers name and address (which will be the billing address if there is one, else the preferred if is there is one, else the first found) and phone number (which will be the Home number if one has been recorded), and two buttons:
Select - pressing this brings up the Select screen to let you select another customer
Select Again - pressing this brings up the same screen but with you previous selection settings. This allows yoiu to quickly select another customer from the list when the one you chose previously was not the correct one, ie it was the wrong Jennifer Chan

(3) the header area - for the descriptions of these fields, click here

(4) the tabs area - for the descriptions of the fields in the Account Type and Appointments tabs, see below, for the others, click here

(5) the bottom buttons - these are as follows:
New - create a new customer
Edit - edit the current customer - note that you will be editing the compete customer record and all the tab items
Delete - delete the current customer - a confirmation window will appear
Merge - merge this customer with another - a select screen will appear to let you select the customer to be merged in. After you have selected the customer, a confirmation window will be displayed. Note that header information (name, title, etc) of the current customer is retained, but the tab items (patients, contacts, etc) are simply combined, ie there will be two addresses, two phone, numbers, etc etc, and you will need to edit the resulting customer record to delete the unwanted parts.
Note that the Merge button will not be displayed unless the user is a member of the Administrator category - see Concepts|Users.

 

Account Type tab
This shows the Account Type and its parameters as follows:


For an expanation of the fields see Administration|Lookups|Customer Account Type

 

Appointments tab
This tab is used to display the customers appointments as follows:

You can see that this operates as a select screen. By default the Status is set to 'Pending' which will thus show just the customer's current and future appointments. However, you can select either All or one of the other Appointment statuses to display historical data.

If you click on the patient name that will take you to the patient's Medical Records screen. If you click elsewhere on the line this will take you to the Workflow|Scheduling screen.

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