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
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
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.
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
Setup, update, inactivate, and delete invoice item classes and subclasses. New classification setup Invoice item classifications and optional subclasses are used to organize invoice items. Other uses include: Update an invoice item class Invoice item classes and subclasses cannot be