Invoice item reporting

Learn how to create frequently asked for invoice item reports such as a list of current prices, active items, who bought specific items in a specific time frame, and more. Common invoice item reports Tip: Set key reports as a

Deleting and inactivating invoice items

Items can be deleted or inactivated if no longer needed. Delete invoice items Navigate to Lists > Invoice item. Inactivate invoice items Navigate to Lists > Invoice item. If the selected item is used in other item setups, a list

Group invoice item setup and management

Set up group items with invoice items you often invoice together, such as a dental, to save time and avoid missed charges. When you add a group to a billing window, all items in the group are added. ‘Smart’ features

Departing instructions

Use departing instructions to explain after treatment care such as post anesthesia or vaccine expectations or maintaining a bandage. Uses for departing instructions Setup departing instructions Navigate to Lists > Departing Instructions.  New instructions Update instructions Delete departing instructions How

Dispensing Invoice Item setup and management

Dispensing items are linked to an inventory invoice item that are dispensed in different ways with corresponding dispensing fees. Dispensing items can also be used to apply a revenue center, taxes, and discounts. Uses for dispensing items Setup a dispensing

Pick invoice item setup and management

Pick lists allow you to quickly choose one or more items from a list of related invoice items when entering charges on an estimate, Patient Visit List (PVL), document, or invoice.  Pick lists are also often used as part of

Setup inventory items overview

Inventory type items can be setup to different levels of tracking quantity on hand (QOH). Based on the intended use of the item, time requirements and reporting needs, not all inventory options may be necessary. Learn the different levels that inventory

Inventory Item Setup and Management

Inventory type invoice items are used for both billing and inventory management purposes. The invoice item type determines how revenue is tracked through service vs. inventory sales reports. Inventory items can also be added to group codes and pick lists.

Invoice Item Setup Tool

This tool can help manage multiple invoice items without exclusive use of your system. The functions available include: Access Tools > Invoice Item Setup Move items Use Move to change QOH and reorder information to a new location. Copy Items

Service item setup and management

Service type invoice items are used for billing purposes. The invoice item type determines how revenue is tracked through service vs. inventory sales reports. Service items can also be added to group codes and pick lists. When creating or modifying

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