Method of Updating Recall Date at the End of Creating Invoice


This setting allows a patient’s recall date to be updated automatically, without the ‘Update recall date’ window showing after an invoice is created. This will minimise time and errors by the user pressing Cancel instead of OK.

  1. Click the navigation menu > Location Setup > General page

  2. Group: Accounting: Invoices and Receipts

  3. Method of updating Recall Date at the end of creating invoice:mceclip0.png

    1. Automatic = The recall date is automatically updated when the invoice is created. The recall trigger items must be set up correctly.

    2. Manual via ‘Update Recall Date’ window = The Update Recall Date window appears after creating the invoice. The user can then update the recall date manually.   

0 out of 0 found this helpful



Article is closed for comments.