Calculate by Packages

Veterinary clinics can charge for used materials based on actual consumption - each individual ident or lump sum - in a package. By using packages, they speed up work and reduce the possibility of errors in data entry. 

In this chapter, we will present an example of entering ids for treatment, where billing by packages is considered. The checkbox  (Packages) is located on the treatment document in the tab Service Provided. We access the tab in the menu Veterinary | Treatment.

TIP For more detailed information about the program forms, read in the PANTHEON VET Guide, in the chapter Billing.

CASE DESCRIPTION Owner Grega Gozdar brought his hunting dog Tip for rabies vaccination. The veterinarian performed the vaccination, gave the dog a deworming tablet, then entered the data for treatment and prepared the invoice. The process was carried out with the following steps:  Creating the treatment document and entering data in the tabs Entering data in the Service Provided tab Issuing the invoice

1. Creating the treatment document and entering data in the tabs

The responsible person creates the treatment document, then enters the data about the animal owner and the details of why the animal is in the treatment process. 

The detailed procedure is described in the chapter Entering Treatment (general) and Vaccination.

In our case, the responsible person creates Treatment: 23-CLI3-000019.

2. Entering data in the Service Provided tab

The responsible person wants to enter data about the quantities of ids used in the animal vaccination process. 

WARNING The program has a preset checkbox that determines billing by ids. A change in the setting to Billing by: Packages.

• The responsible person clicks on the tab Service Provided and the sub-tab Billing.

TIP Since the animal vaccination was performed, the data about the vaccine or the used package was entered in the tab Vaccination. Details of data entry are described in the chapter Vaccination.

• The responsible person enters/checks the data about the quantities of individual ids included in the package by clicking in the field Quantity and entering the data. In our case, the data about the quantities is already entered. 

TIP Adding packages to the tab Service Provided is described in the chapter Add Package.

WARNING When the mode is set to Calculate by: Packages, the price of the package will not change, even if you change the quantity or price of the ids included in the package.

TIP If necessary, you can add ids that are included in the package. You do this by pressing the down arrow on the keyboard and adding the desired id from the dropdown list in the field Id.  You can also add an id separately to a position, outside the package.

3. Issuing the invoice

The responsible person has all the necessary data at the treatment, now wants to issue the invoice. 

The detailed procedure is described in the chapter Create Invoice. 

WARNING When the mode is set to Calculate by: Packages , only the id of the package will be displayed on the invoice prints and not the subordinate ids. A different setting is also possible. For more information, contact podpora@datalab.si

 In our case, the responsible person printed the invoice: