Calculate by Idents

Veterinary clinics can charge for used materials based on actual consumption - each individual ident or in a lump sum - in a package. 

In this chapter, we will present an example of entering idents for treatment, where billing by individual idents is considered. The toggle field  (Idents) is located on the treatment document in the tab Service performed. 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 In the veterinary clinic, the owner Luka Brak wants to buy tablets for his dog to protect against parasites. At the same time, he selects a collar from the shelf. The receptionist prepares the invoice for him. She does this in the following steps:  Creating the treatment document and entering data in the tabs Entering data in the Service performed 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). 

In our case, the responsible person creates Treatment: 23-CLI3-000017.

2. Entering data in the Service performed tab

The responsible person wants to add idents to the treatment that the owner will purchase. 

WARNING The program has a preset toggle field set to Calculate by: Idents. Changing the settings for this billing method is not necessary.

TIP Simplify your work by adding idents using a barcode scanner. Pre-set the barcode label on the idents. The detailed procedure is described in the chapter XXX.

• The responsible person clicks on the tab Billing.
• Clicks in the field Ident and selects the ident from the dropdown list: Bravecto_1000. 
• In the field Quantity enters: 1. 
• To add a new line in the table, the responsible person presses the down arrow on the keyboard. 
• Repeat the process - position in the field Ident and select: Collar_dog from the dropdown list.
• In the field Quantity enters: 1. 

3. Issuing the invoice

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

The detailed procedure is described in the chapter Create invoice. 

In our case, the responsible person printed the invoice output: 

WARNING The treatment can no longer be modified after the final document (invoice or delivery note) has been created.