What’s New – July 2015

1. New Features

The Release includes the following new features as:

  • Finances, Cashbook: Transfer funds from one account to another;
  • Finances: Invoice Mass Printing;
  • Finances, Invoices Possibility to export reports in a CSV format
  • Procedures, materials and invoices: New Fields -List price, Price without discount and total price;
  • Recalls: Automatic change of recurrent recalls from “Confirmed” to “Open”

1.1 Finances, Cashbook: Transfer funds from one account to another

PracticeDent gives you the opportunity to manage your Medical Practice Cashflows in a faster and easier way using the new Transfer functionality. Now you can transfer funds from one account to another. All cashflow movements and changes are reflected in the Cashbook.

Step 1: Go to the Finances section, Cash book and click on the “Add Transfer” button.

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Step 2: Fill in the information required

The fields you should fill in are as follow:

Transfer from: Choose an existing account from the drop-down list. This is the account you will transfer the funds from.

Transfer to : Choose an existing account from the drop-down list. This is the account you will transfer the funds to.

Amount: The amount to be transferred

Description: Free Text

Date: Transfer Date

Example: You’d like to transfer funds from  the Cash Funds Account to the Bank Funds Account.

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Step 3: The transfer has been reflected in the Cashbook

The amount that has been credited is marked as an expense ( in red).Сумата, от сметката която се кредитира е отразена като разход ( в червен цвят).

The amount that has been debited is marked as an income. 

The changes are also available in the Cash book balance.

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1.2 Finances, Invoices: Mass Printing 

This functionality gives you the opportunity to Mass print invoices

Тази функционалност Ви дава възможност да принтирате едновременно повече от една фактура.

Step 1: Go to Finances, Invoices

Step 2: Click on the “Print” button if you want to print out all the invoices.

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1.3 Finances: Export Reports in a CSV format

This feature gives you the opportunity to choose whether to export reports in CVS or XML in the following sections in Finances:

  • Invoices ( including Overdue, Incoming invoices and Uninvoiced procedures
  • Expenses
  • Cashbook

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1.4 Finances, Invoices: Additional fields available in the report

The following new fields have been added in the XML/CSV Report

  • Patient
  • E-Mail
  • Total (without discount)
  • Address: Street, Number, City, Post Code

1.5 Procedures and Material: New fields List price, Price without discount and Total

The following new fields have been implemented in the Add Procedure Form.

ID Title Body
Restorative_Count Count How many items of the selected procedure you are adding
Restorative_Catalog_Price List price The price of the selected procedure, as indicated in your price list. You can edit the list price in the price list.
Restorative_Price_No_Discount Price (No discount) The price of the selected procedure (or procedures), excluding discount and VAT. You can edit the price here. Note that the change will only be valid for the current procedure, and will not modify the list price of the selected procedure in the price list.
Restorative_End_Price Total (Discount) The end price, including discount and VAT (if any).

 1.5.1 Add a procedure with a predefined list price

This isn’t an obligatory field. If you haven’t predefined the procedure’s list price, this field just will not be displayed in the Add procedure form.

Step 1:Add a procedure’s price in Medical Practice, Price List

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Step 2: Add the procedure

Example: The procedure will be added 3 times.

As you will notice, the total price will be calculated automatically.

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1.5.2 Add a procedure without a predefined list price

Step 1: Add a procedure without a predefined list price

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Step  2: First, update the Price (without discount field), e.g 100 GBP

This means that the procedure unit (single) price would be 100 GBP.

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Step 3: Change the count field, e.g 3. The price will be automatically calculated and changed to 300 GBP.

 

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Step  4: Remove the price and the count number. Set new parameters

Example: First,  update the Count field ( e.g 2) and then the Price (without discount field), e.g 100 GBP. This means that 100GPB is th cost for 2x 111 Failed to attend.

If you change the Count field to e.g 3, the total price will be changed to 150GBP and so on.

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1.5.3 Add Materials

Defining a list price for materials is obligatory. That means, you can not add a new material without adding its price.

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Changing the count field, will automatically calculate the price

 

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1.6 Invoices, New fields List price, Price without discount and Total

The new fields from section 1.5 have been also implemented in the invoice summary tab.

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1.7 Recalls: Automatic change of recurrent recalls from “Confirmed” to “Open”

The status of old closed/past recurrent recalls will be automatically changed to “Open” after the recall period has expired.

Example: A recall recurring on every 6 months will be automatically changed from “Confirmed” to “Open”. This avoids manual checking and status changing to all past recalls.

1.8 Patient profile, New Field: Date Added

The new field” Date added” provides you historical information when a certain patient has been registered in PracticeDent.

The field is automatically added and calculated when a new patient is registered.

The field can be edited if required.

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2. Enhancements

The Release included the following enhancements

  • Patient, Profile:Family Enhancements

2.1 Patient, Profile:Family Enhancements

The following options are now available:

  • New option to chose whether one patient is financially responsible or not for another;
  • Color indication;
  • Two-way relationship – created in both profiles – changing/deleting relation affects the other side as well;

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