X-Items page instructions.
The following instructions apply to billing a patient. This refers to the capturing of services and/or inventory items used for a patient. Such billing can be captured from the Patients page, or from within a consultation.
Search for a service/item using the Code/Descr input. With each keypress the dropdown filters to only diplay services/items whose code, description or tariff code matches the search phrase. Select a service/item from the dropdown by :
- Clicking "Enter" keyboard button to select the top-most option on the dropdown.
- Use the mouse to select any visible option from the dropdown.
Depending on your system settings, the sales price input can be editable.
Add button : Click to add another service/item to the cart. This button has an add icon.
Retrieve button : Opens a window showing a list of previously saved carts. Once retrieved, a saved cart/list can be modified then processed. Lists can also be retrieved from documents. For instructions on retrieving a cart from a document click here.
The retrieve button has a hamburger/list icon.
Save button : It is designed to temporarily store the current cart. Saving allows you to retrieve and modify your cart’s contents at a later time before final processing. It’s important to note that saving is distinct from processing. While saved billable items represent temporary states, processed transactions are permanently stored in the database.
The save button has a floppy dist icon.
Process button : To process/complete the transaction click the Process footer button (button with a receipt icon at the far right of the footer).
The process button has a receipt icon, and is found at the far right of the footer.