[Oscarmcmaster-bc-moa] searching by invoice-add template
open source web-based Electronic Medical Record (EMR) system
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From: Newcombe H. F. P. <new...@sh...> - 2012-03-01 00:43:39
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This sounds great, but was there supposed to be an attachment? thanks, Gina -----Original Message----- From: osc...@li... [mailto:osc...@li...] Sent: Wednesday, February 29, 2012 12:02 PM To: osc...@li... Subject: Oscarmcmaster-bc-moa Digest, Vol 44, Issue 6 Send Oscarmcmaster-bc-moa mailing list submissions to osc...@li... To subscribe or unsubscribe via the World Wide Web, visit https://lists.sourceforge.net/lists/listinfo/oscarmcmaster-bc-moa or, via email, send a message with subject or body 'help' to osc...@li... You can reach the person managing the list at osc...@li... When replying, please edit your Subject line so it is more specific than "Re: Contents of Oscarmcmaster-bc-moa digest..." Today's Topics: 1. Re: Searching by invoice # (Patti Rodger Kirkpatrick) 2. Re: Searching by invoice # (gaetzfamilypractice) ---------------------------------------------------------------------- Message: 1 Date: Mon, 27 Feb 2012 17:15:30 -0800 From: Patti Rodger Kirkpatrick <pa...@gm...> Subject: Re: [Oscarmcmaster-bc-moa] Searching by invoice # To: MOA discussion list <osc...@li...> Message-ID: <CAF...@ma...> Content-Type: text/plain; charset="iso-8859-1" Thanks Peter..I think that will prove of great assistance to a number of the clinics. Patti On Thu, Feb 23, 2012 at 7:18 PM, Peter Everett <pev...@tr...>wrote: > ok so I have it for you > > this is a "Report by Template" > > Look in the admin section for the option > > Save the attached file to your desktop (or other location) > > > > Then go to the Admin menu and select "Report by Template" under Oscar > Report title > > Click on the "add template" at bottom of the page.... > > > now you should get this page - go select the file you just saved on your > desktop and upload... > > > You will get a new item in the list of reports that is called "invoice" > Click on that and you will see.... > > > > > So you can key in an invoice number or as many as you want just separate > them with commas... > > the report will be produced... > > > > > That is it - have fun! > > Cheers > > Peter > > Peter Everett C.A. > CFO > Treatment > 604.626.2596 > pev...@tr... > > > > On 2012-02-23, at 9:23 AM, Trina Langille wrote: > > > The scenario I come across where I wish I could search by invoice number > is occasionally I will receive a cheque for payment of a private bill (from > an insurance company for instance) and they don't include the original > invoice with the cheque or quote the name of the patient who it's in > regards to on the cheque stub, however, they do include the invoice #. > Sometimes I can't even narrow it down to a particular doctor because they > make the cheque payable to the clinic and not an individual doctor. Since > the cheque is dated the day they wrote it I have no way of knowing when the > original invoice was dated. Yesterday I came across a new scenario . . . a > bill was sent directly to a patient for a transfer of records and the > cheque I received back was made out by a family member who is not a > patient at our clinic and not in the database. They included the invoice # > but not the name of the family member they were paying for (who had a > different last name). I eventually found it from searching the address on > the cheque. > > > > I'm sure there would be several grateful MOA's who do the billing in > their offices if we could search by invoice. I wonder if this would be > worth putting forward for the "wish list". > > > > Trina > > Highland Family Practice > > Comox > > > > ----- Original Message ----- > > From: Peter Everett <pev...@tr...> > > Date: Wednesday, February 22, 2012 4:06 pm > > Subject: Re: [Oscarmcmaster-bc-moa] Searching by invoice # > > To: MOA discussion list <osc...@li...> > > > > > There are a few ways... > > > > > > Do you know anything about the invoice? who the patient > > > was or the time frame (i.e. the month?) is it an MSP or a > > > Private or other? > > > > > > The real issue is you done want to look up all of the invoices > > > that have been matched... (lots of them and may slow your system > > > done for a few minutes) > > > > > > as nancy suggested - use the edit invoices screen - and try to > > > select as best you can from the options (i.e. settled or private > > > etc...)OR if you have an idea about the date then you can use > > > the accounting reports > invoice and give a range of dates and > > > select what type of bill and who the doc was... > > > > > > Of course we can pop a report together for you if you really > > > need it... > > > > > > Have a great day > > > > > > P > > > > > > Peter Everett C.A. > > > CFO > > > Treatment > > > 604.626.2596 > > > pev...@tr... > > > > > > > > > > > > On 2012-02-22, at 3:55 PM, Trina Langille wrote: > > > > > > > Does anyone know if there is a way to search by invoice number? > > > > > > > > Thanks, > > > > > > > > Trina > > > > --------------------------------------------------------------- > > > --------------- > > > > Virtualization & Cloud Management Using Capacity Planning > > > > Cloud computing makes use of virtualization - but cloud > > > computing > > > > also focuses on allowing computing to be delivered as a service. > > > > > > > > http://www.accelacomm.com/jaw/sfnl/114/51521223/____________________________ ___________________> > Oscarmcmaster-bc-moa mailing list > > > > Osc...@li... > > > > https://lists.sourceforge.net/lists/listinfo/oscarmcmaster-bc-moa > > > > > > > > > ---------------------------------------------------------------------------- -- > > Virtualization & Cloud Management Using Capacity Planning > > Cloud computing makes use of virtualization - but cloud computing > > also focuses on allowing computing to be delivered as a service. > > > http://www.accelacomm.com/jaw/sfnl/114/51521223/____________________________ ___________________ > > Oscarmcmaster-bc-moa mailing list > > Osc...@li... > > https://lists.sourceforge.net/lists/listinfo/oscarmcmaster-bc-moa > > > > ---------------------------------------------------------------------------- -- > Try before you buy = See our experts in action! > The most comprehensive online learning library for Microsoft developers > is just $99.99! Visual Studio, SharePoint, SQL - plus HTML5, CSS3, MVC3, > Metro Style Apps, more. Free future releases when you subscribe now! > http://p.sf.net/sfu/learndevnow-dev2 > _______________________________________________ > Oscarmcmaster-bc-moa mailing list > Osc...@li... > https://lists.sourceforge.net/lists/listinfo/oscarmcmaster-bc-moa > > -- Good friends are like stars. You may not always see them, but you know they are there. -------------- next part -------------- An HTML attachment was scrubbed... ------------------------------ Message: 2 Date: Wed, 29 Feb 2012 12:02:07 -0800 From: gaetzfamilypractice <gae...@sh...> Subject: Re: [Oscarmcmaster-bc-moa] Searching by invoice # To: MOA discussion list <osc...@li...> Message-ID: <d13...@sh...> Content-Type: text/plain; charset="us-ascii" When that happens here we just go into Edit Invoices and then click on the button beside Bill Patient. The invoice numbers are all listed in order so it's pretty easy to find. Laura -------------- next part -------------- The scenario I come across where I wish I could search by invoice number is occasionally I will receive a cheque for payment of a private bill (from an insurance company for instance) and they don't include the original invoice with the cheque or quote the name of the patient who it's in regards to on the cheque stub, however, they do include the invoice #. Sometimes I can't even narrow it down to a particular doctor because they make the cheque payable to the clinic and not an individual doctor. Since the cheque is dated the day they wrote it I have no way of knowing when the original invoice was dated. Yesterday I came across a new scenario . . . a bill was sent directly to a patient for a transfer of records and the cheque I received back was made out by a family member who is not a patient at our clinic and not in the database. They included the invoice # but not the name of the family member they were paying for (who had a different last name). I eventually found it from I'm sure there would be several grateful MOA's who do the billing in their offices if we could search by invoice. I wonder if this would be worth putting forward for the "wish list". Trina Highland Family Practice Comox ----- Original Message ----- From: Peter Everett <pev...@tr...> Date: Wednesday, February 22, 2012 4:06 pm Subject: Re: [Oscarmcmaster-bc-moa] Searching by invoice # To: MOA discussion list <osc...@li...> > There are a few ways... > > Do you know anything about the invoice? who the patient > was or the time frame (i.e. the month?) is it an MSP or a > Private or other? > > The real issue is you done want to look up all of the invoices > that have been matched... (lots of them and may slow your system > done for a few minutes) > > as nancy suggested - use the edit invoices screen - and try to > select as best you can from the options (i.e. settled or private > etc...)OR if you have an idea about the date then you can use > the accounting reports > invoice and give a range of dates and > select what type of bill and who the doc was... > > Of course we can pop a report together for you if you really > need it... > > Have a great day > > P > > Peter Everett C.A. > CFO > Treatment > 604.626.2596 > pev...@tr... > > > > On 2012-02-22, at 3:55 PM, Trina Langille wrote: > > > Does anyone know if there is a way to search by invoice number? > > > > Thanks, > > > > Trina > > --------------------------------------------------------------- > --------------- > > Virtualization & Cloud Management Using Capacity Planning > > Cloud computing makes use of virtualization - but cloud > computing > > also focuses on allowing computing to be delivered as a service. > > > http://www.accelacomm.com/jaw/sfnl/114/51521223/____________________________ ___________________> Oscarmcmaster-bc-moa mailing list > > Osc...@li... > > https://lists.sourceforge.net/lists/listinfo/oscarmcmaster-bc-moa > > -------------- next part -------------- An HTML attachment was scrubbed... -------------- next part -------------- ---------------------------------------------------------------------------- -- Virtualization & Cloud Management Using Capacity Planning Cloud computing makes use of virtualization - but cloud computing also focuses on allowing computing to be delivered as a service. http://www.accelacomm.com/jaw/sfnl/114/51521223/ -------------- next part -------------- _______________________________________________ Oscarmcmaster-bc-moa mailing list Osc...@li... https://lists.sourceforge.net/lists/listinfo/oscarmcmaster-bc-moa ------------------------------ ---------------------------------------------------------------------------- -- Virtualization & Cloud Management Using Capacity Planning Cloud computing makes use of virtualization - but cloud computing also focuses on allowing computing to be delivered as a service. http://www.accelacomm.com/jaw/sfnl/114/51521223/ ------------------------------ _______________________________________________ Oscarmcmaster-bc-moa mailing list Osc...@li... https://lists.sourceforge.net/lists/listinfo/oscarmcmaster-bc-moa End of Oscarmcmaster-bc-moa Digest, Vol 44, Issue 6 *************************************************** |