Billing Tariffs and Stock
Billing Tariffs and Stock In order to bill both tariff and stock items in Clinic Manager, the first thing you will have to do is navigate to the Tariff and Stock Billing window. You can do that by following these steps: Click on the Patient menu (at the top of Clinic Manager) Click on Patient […]
Day End Procedure
Day End Procedure A day end must be run on the system every day. The running of day ends is crucial for three reasons: A day is billed automatically for all bedded patients when a day end is run. A back-up is performed, ensuring all work done up to that point is saved. Any changes […]
Capturing a Payment
Capturing a Payment In order to capture a payment in Clinic Manager, the following steps must be followed: Click on the Patient menu at the top of the Clinic Manager screen Click on the Patient Administration menu option Click on the Patient Transactions menu option Click on the Payment Transactions menu option Click on Single […]
Cancelling Tariff and Stock Billing
Cancelling Tariff and Stock Billing There is no way to change a tariff or stock item that has been billed. Instead, the tariff/stock must first be cancelled and then the correct tariff/stock re-billed to the account. In order to cancel a tariff or stock item that has been billed to an account, follow these simple steps: […]
Batch Payments
Batch Payments Clinic Manager includes the ability to quickly and easily automatically import batch payments from medical aids to accounts, eliminating the need to capture payments manually. The batch payment screen can be accessed via the following menu: After clicking on the above menu option, the following screen will appear: The above example shows three […]
Automatic Stock Transfers
Automatic Stock Transfers Q: What is the process for transferring stock automatically? In order to transfer stock automatically within Clinic Manager, the following steps must be followed (in order): Stop all billing to the specific location you wish to transfer stock to. Print a report listing all the stock billed for a specific location. Do […]
Archiving
Archiving Accounts with a zero balance should be archived at regular intervals in order to clear out and speed up the system. The best time to run the archive procedure is after a month end as all users will already be logged out of the system. HOW TO RUN AN ARCHIVE The archive procedure can […]