Individual patient invoices for certain customers

Hi,

We have an ongoing issue with our charity group invoices. They want the invoices individually so they can attach the invoice to the patient on their system.

We very regularly find we have multiple patients charges on the one invoice and so we have to manually create new invoices and transfer over the charges.

Is there a way we can have a customer type that stops multiple patients per invoice?

Also, is there a way to stop certain customer types being able to be finalised by non-admin (so admin can add a discount before finalising)?

Or another solution anyone else uses (rather than fixing up after invoice is a mess)?

Thanks,

Greta

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Re: Individual patient invoices for certain customers

I dont believe that role based restrictions can exist per customer type so currently cant restrict finalizing certain customer.

We certainly face a similar issue - my approach was to 

1. Set my discount schedule and groups effectively  - this meant knowing what discount exactly by percent I was giving these customers .  - Thus there is no need for admin to add a custom discount and the customer can be sure they are aware what an item will cost.  

2. Instruct staff to always close off an invoice ie finalize once all charges are done for that patient or patient group.  

I found the administration tasks involved around these customers was huge  (and to be frank I wondered if it was worth it ) but once I automated it ...it became seamless and the customer appreciated the consistency.

 

 

 

 

Regards
 
Ben 
OpenVPMS Installer and Helper 
Ph: +61423044823 
Email: info[at]charltonit.com[dot]au
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