Client Setup Tab

The Client Setup Tab is where you define certain settings for your lab's unique clients.   This includes billing defaults, account numbers, and which client accounts are classified as being part of a receiving lab. 

Client Defaults

This section sets basic defaults for new clients.  You can change these on a client by client basis after the client is created.

Client Balance Age Calculation

Client balances can age Daily or Monthly.

Late Fees

Late fees for this lab can be a set amount, a percentage of the invoice, or a set amount and the percentage combined.  You can also choose to forego late fees if desired. 

Client Account Numbers

You can have a prefix added to your client account number.  You can enable automatic padding, or manually set a desired account number length if your organization has a standard client account number.

Flags to auto set on Client Creation

New clients added can have certain communication flags automatically turned on.  If these are not turned on by default, the client coordinator or accession receiving will need to manually set these communication flags.  Turn these flags off by default if your lab will not be sending out the specific communication on a regular basis.

Receiving Lab Client Accounts

Use this to associate client accounts from one lab to another lab, when another lab is performing your tests.  The lab in question must already have a client account set up in VetView as a client type of Receiving Lab.  Invoicing will go to the specified client account.   Multiple receiving lab client accounts be designated if you have multiple other labs perform your tests.