Customer Searching

• Search by any part of customers full name.
• Search by any part of full patient name.
• Serach by any part of customer contact detaisl including addres, email, telephone
• Search by any combination of the above.
• Search by id's, aliases or codes.
• Search again function to easily work through customers selected in previous search requests.

Customer Information

• Client and Company name information including drop down Title list and initials.
• Referred By drop down with user defined entries.
• Insurance Scheme drop down list with user defined entries.
• Preferred Vet drop down list.
• Travel distance field for mileage calculations.
• Unlimited address, telephone, email and fax contacts.
• Unique contact purposes which allow user to stipulate the use of the contact including how reminders and  statements are sent (post, call, email) as well as Work, Home, Mobile purposes.
• Ability ot nominate preferred contacts.
• Ability to nominate if telephone contact can or should be used for SMS.
• Alternative Identities too allow searching by code or alias/former names.
• Assign customer to any user defined Account Type which define credit limits, payment terms, accounting fees, messages and user alerts.
• Discounts.  Allows a customer to be nominated for one or more discounts schemes. Discounts can be future dated and set to expire on specified dates. Discounts schemes can have mutiple discounting tiers applied to specifcied product types and/or products.
• Taxes.  Supports specifying specific taxes by customer for tax exemptions etc.
• Categories.  Unlimited number of user defined marketing flags and catergories for demographic analysis and/or marketing.
• Merge Customers.
• Inactivate Customer.

Customer Documents

• Generate templated forms and letters using standard Open Office or Word Documents.
• Automatic merging.
• Letters can be setup to prompt user to enter multiple user defined merge fields.
• Stores Letter revisions so can revert back to or maintain history of letter modifications.
• Can attach any number, type and size of images and attachments.
• Single click preview and print.
• All Documents stored in database so protected from accidental loss or renaming. 

Notes and Alerts

• Unlimited dated and author tagged customer notes.
• Unlimited number of user defined Alert Types with colours and priorities.
• Unlimited customer Alerts.
• Alerts displayed with colour and in order of priority when customer selected anywhere in application and specifically when adding appointments.
• Can quickly view individual or all Alerts.
• Alerts can be attached to specific Customer Account Types i.e Bad Debtor or Valued Customer.

Estimations

• Unlimited Estimations with full history.
• Estimation allow setting high and low quantities and pricing.
• Can utilise charging templates to speed estimation entry.
• Provides and manages Expiry dates.
• Can include multiple patients.
• User customisable Estimation print formats including support for logos.
• Convert Estimations to Invoices.
• Copy function to simplify generating updated estimations.
• Automatic discount calculations with override.

Charges

• Supports Invoices, Counter Sales (no patient) and Credits (returns).
• Supports charging out to multiple patients at once.
• Supports accumulating charges across across dates and for multiple clinicians.
• Supports charging templates to allow to speed charging entry. 
• Supports charging stages including In progress, On Hold, Completed and Finalised.  This allows easy communication of the status of charges and monitoring of Work In Progress.
• Automatic reminder generation from charges.  Unlimited number of reminders cna be generated from a specific charge.  Can configure to prompt user for reminder date with default.
• Automatic document generation from charges.  Unlimited number of template forms and letters can be generated directly from charges.  Options to print immediately or during checkout.
• Automatic update of patient deceased or desexed status based on charging of specific products.
• Invoice notes for discharge instructions.
• Automatic discount calculations with override.
• Supports bar code scanning product selection.
• User customisable print formats including support for logos.
• Print previews.

Payments

• Multiple payment types including Cash, Credit Card, Cheque, Eftpos, Discount.
• Single payment transaction supports mutliple payment type combinations.
• Cash paymenst support automatic rounding and change calculations.
• EftPos paymenst support Cash Out.
• Supports Prepayments, Part, Full and Over payments.
• Supports Cash, Eftpos, Credit Card and Cheque Refunds.
• Supports multiple Tills/Cash Boxes.
• User customisable receipt print formats including support for logos.

Accounts

• Full historical display of all finanical transactions.
• Ability to filter by date and/or transaction types.
• Ability to sort transcations by date, type, amount.
• Drill down to view full transaction details including ability ot sort details.
• Transcation reprints.
• Reverse transacttions to allow quick re-entry.
• Financial adjustments with comments i.e Debit, Credit, Bad Debt, Initial Balances.
• Reprinting.