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Overview


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Excerpt
  • Provides the ability to view and print the Billing Package definition from the Product Setup Info screen, Order Details screen, or Patient Record , and when the order is closed.

    Features of the Billing Package report:
  • Package Price
  • Expiration
  • Package Items

    (refer to the 'Navigation' section below).

    • 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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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' tabThis tab is only available when the Product Type is 'Package'Click on the 'Time of Service' subtab., 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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titleBilling Package report
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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
resourceIdhttps://airtable.com/shrkVBGmUne7g47hF
viewControlstrue
useCardLayouttrue
width100%
height500PX



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Specs

Airtable for confluence
resourceIdhttps://airtable.com/shroLRGEebfX7dwjL
viewControlstrue
width100%
height500px

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Fields and Controls


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titleFields 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
resourceIdhttps://airtable.com/shrz8z4iDLwsxhLxq
viewControlstrue
width100%
height500px


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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
resourceIdhttps://airtable.com/shra3Oed0N7dC4yKw
viewControlstrue
width100%
height500px


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Definitions

Airtable for confluence
resourceIdhttps://airtable.com/shrBlxTHI57M6q2IL
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width100%
height500px

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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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jqlQueryproject = LIMS AND issuetype in (Bug,Task) 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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Open Issues


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Jira Legacy
serverSystem JIRA
columnskey,summary,type,priority,status,fixversions,components
maximumIssues1000
jqlQueryproject = LIMS AND issuetype in standardIssueTypes() AND issuetype != Epic 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

in (

= "Product Setup - Billing Package report"

)

AND labels in (Billing_Package, Product_Setup) ORDER BY key DESC
serverId1eaad4fc-3379-3e15-bde0-30da46e7598b

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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titleContents
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