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Prevent multiple patients on invoice

Submitted by gretalloyd on Fri, 10/01/2020 - 11:14
in

Hi,

Is there a simple way to prevent multiple patients being on an invoice. Perhaps a setting in our system?

We do a lot of work for businesses/charities that require each invoice to only have a single patient on them.

This means that before I send them the invoices I have to delete the items of multiple patients and reinvoice them manually. This cause confusing with the investigations/cubex etc etc.

We constantly remind staff to create new invoices, but the way we charge (through 'consult button' and through cubex) it still invoices multiple patients if there is an open invoice for another patient.

I totally understand other users of OpenVPMS want multiple patients on the one invoice, we are just different in that we don't.

If not possible, I will continue with what I'm currently doing.

Greta

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Re: Prevent multiple patients on invoice

Submitted by tanderson on Fri, 10/01/2020 - 12:04.

This would require development work.

There is an existing project that covers part of the functionality: https://openvpms.org/project/new-visit-invoice-selection but doesn't go far enough for what you need.

Probably the easiest approach would be to add a flag to the Practice Location, which indicates if invoices should be restricted to single patients.

When turned on:

  • this would prevent invoices having multiple patients via a simple validation check.

    Reversals of credits with multiple patients would still need to be supported
     

  • estimates with multiple patients would not be able to be created

    Existing estimates with multiple patients would not be able to be invoiced.
     

  • when determining what invoice to add charges to, invoice selection would be based on customer and patient

 

 

Re: Prevent multiple patients on invoice

Submitted by gretalloyd on Fri, 10/01/2020 - 13:28.

Hi Tim,

That all makes sense. If anyone else is interested in the development then we would be too. However, I can manage it as it is if it's not useful to anyone else.

 

Greta

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