General Settings
Fiscal Year State Date: Here you can specify the start of your fiscal year and this date affects accounting reports such as the Product Income Report or Three Year Adjustment Report etc.
Collect Tax From Client: This check box enables sales tax functionality in the system.
Payment Type Setup
Define the types of payments your facility accepts. When you do this, you can set up standard codes for that type of transaction if you need those codes for accounting or other reports.
- Payment Type: Enter the label for your payment type.
- Type: These types are currently hard coded into the system.
- Require Payment Info: Check this box if you would like to capture additional information regarding the payment. For e.g. You want to check this box for a payment type of credit card so users can capture the last 4 digits of the credit card when making a payment.
- Standard Code: Set up standard code for the type of transaction if you need those codes for accounting or other reports.
Adjustment Type Setup
Define adjustment types for your facility.
- Adjustment Type: Enter the name of the adjustment type here.
- Open Order Adjustments: Check this box if the adjustment type applies to open order adjustments.
- Closed Order Adjustment: Check this box if the adjustment type applies to closed order adjustments.
- Payment Adjustment: Check this box if the adjustment type applies to payment adjustments.
Direct Charge Account Settings
- Direct Charge Client Action:This drop down dictates what the cashier sees when they try to process payment for a client who is setup to use a Direct Charge account.
- Do Nothing – When this option is chosen, the system will allow the cashier to use any payment method to process the bill of a direct charge client.
- Display Warning – When this option is chosen, the system will display a warning message when the cashier attempts to use a payment method other than Direct Charge to process the bill of a direct charge client.
- Prevent Processing – When this option is chosen, the system will not allow the cashier to use any payment method other than direct charge to process the bill of a direct charge client.
Direct Charge Account No.: Specify the Direct Charge account number here.
The following fields are used for reporting purposes only.
Credit Object Code/ Debit Object Code: The information in these fields is used to specify how to make transfers of money between accounts.
- Invoice Prefix: This prefix will be included in the report.
Register Settings
This drop down allows you to indicate a default date for your daily deposit. This date is reflected under the Totals/Deposit tab on the Register Management page.
Email Settings
Here you can compose a standard email template for your collection letter.
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The Accounting Setup tab defines the accounting rules and certain setup parameters for your hospital, including customized payment options, email settings, and the dates that your organization or university's ledgers use as the start or end date of the business month and year. General Settings
Payment Type SetupThis section allows you to add custom payments. Payments are classified into hard coded types - cash, credit, direct charge, finance agency, and other. Payments can be set to require additional payment information, or not. As technology changes and your hospital may want to offer different types of payment options, such as PayPal, Apple Pay, or Venmo, this new options can be added on this screen.
Add New Payment TypeClick on the Add button to create a new payment type.
Enter in the name, select the hard coded type from the drop down menu, and indicate whether the client should include additional payment info. Once Saved, the new payment type will become available on the Cashier screen. Adjustment Type SetupThese are the adjustment types that can be entered in for a client under the Accounting screen. Some of these Adjustment Types also feed into the Hospital Setup tab as the defaults.
Add New Adjustment TypeTo add a new adjustment type, click on the Add button. Enter in a name, and the hard coded adjustment type. This determines what screen this adjustment type will be available on.
Once saved, these types become available through the rest of the system, depending on the Adjustment type (e.g. client adjustments are available under the Account Adjustments tab.) Direct Charge Account SettingsThese settings allow you to determine what actions should be taken when a client marked as Direct Charge has a statement. You can prevent processing of the statement entirely, display a warning, or do nothing. You can also create credit and debit object codes to interface with an external invoicing system if your organization utilizes one.
Register SettingsThis tab allows you to indicate when a Register Management should default to. It can be the first day of the current month, the current day, or the previous day.
Email SettingsThe Email Settings tab is where you can build the automated email or fax reports for Statements and Collection letters. These forms support VetView's placeholder systems, to automatically pull in the relevant client information to the subject line and the text body of the email or fax. These are stored separately to allow for custom formatting for each one. Statement Report
Collection Letters
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