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Overview


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Features of the Billing Package report ..
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    • When displayed from the 'Product Info' screen → 'Package' tab, the report will display the details of the package setup.
    • When displayed from the 'Order Details' screen, the report will display the details of the package that was sold.
    • When displayed from the 'Patient Record' screen → 'Patient Packages' tab, the report will display the package that was sold, and the quantities Used, Expired, Cancelled, and Available.
    • Review the 'Package tab' wiki page for details about the contents of the report.
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  • Provides the ability to view and print the Billing Package definition from the Product Setup Info screen, Order Details screen, or Patient Record (refer to the 'Navigation' section below).

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Navigation


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  1. Click the 'Navigation' button on the VetView button bar at the top of the screen.

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  2. Select the 'Product Setup' hyperlink.

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  3. Search for a Billing Package product.

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  4. Select the product and click the 'Edit' button; or, click on the 'Product Name' hyperlink.

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  5. Click on the 'Package' tab, then the 'Print Billing Package' button.
    1. The Product Type must be 'Package' for the 'Package' tab to appear.

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  6. View and print the Billing Package Setup report from the 'Product Info' screen → 'Package' tab.

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  7. View and print the Package report from the 'Order Details' screen.

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  8. View and print the Package report from the 'Patient Record' screen → 'Patient Packages' tab.

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The availability of menu items is controlled by privileges that are assigned to each user, so the 'Navigation Menu' will not look the same for all users.





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UG:Setup & Admin Guides
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Info

This page may contain functionality not found in the current version of VetView.


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Table of Contents



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Report


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This is the Billing Package report.



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Mockups

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Following is a list of mockups for this screen:

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Airtable for confluence
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Specs

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Fields and Controls


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The following table lists all of the fields and controls found on this screen.  The fields and controls are grouped by their location on the screen; for example, buttons on a 'section' or columns in a 'data grid'.  Use the controls at the top of the table to change the sort, grouping, and row height.  To see more of the cell content,  click on the cell expansion control located at the top-right corner of a selected cell.

Airtable for confluence
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Privileges


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The following table lists the privileges associated with this screen.  The privileges are grouped by the application (Labs, Hospital, or Both), and Section within the list of privileges to which they belong.  Use the controls at the top of the table to change the sort, grouping, and row height.  To see more of the cell content,  click on the cell expansion control located at the top-right corner of a selected cell.

Airtable for confluence
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width100%
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Definitions

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Functionality
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How To...


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Planned Improvements


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Jira Legacy
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jqlQueryproject = LIMS AND issuetype in (Improvement,"New Feature") AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component="Product Setup - Billing Package report" AND labels in (Billing_Package, Product_Setup) ORDER BY Summary DESC
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Bugs


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Jira Legacy
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Open Issues


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Jira Legacy
serverSystem JIRA
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Insert excerptUG:Setup & Admin GuidesUG:Setup & Admin Guidesnopaneltrue
Info

This page may contain functionality not found in the current version of VetView.

Info
titleDefinitions

Refer to the 'Inventory and Accounting Definitions' wiki page for definition of inventory terms, and for details about fields and controls.

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