IDEXX Cornerstone Enhancement Requests
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Invoicing / PVL

Showing 35 of 548

Invoicing: User configured service charge for credit card payments

Users request a configurable setting to set and automatically apply a service charge to a client invoice, client payment so that they can pass credit card processing fees to their clients and reduce business overhead.
almost 3 years ago in Invoicing / PVL 0 Future consideration

Restrict staff that can be entered as billing staff ID on invoices/PVL

To reduce invoicing errors, configurable default for a staff ID list or by class to not allow non designated staff to appear as billing staff id so statistics by staff and staff productivity reports are also more accurate
over 5 years ago in Invoicing / PVL 0 Future consideration

Billing: Cost plus percentage based discounts (Employee Discounts)

Admin users need the ability to create and apply discounts based on the cost of an item plus/minus some predetermined percentage, or based on a flat-rate adjustment, most commonly for practice employees. Also needed for specific clients that are a...
almost 9 years ago in Invoicing / PVL 0 Future consideration

PVL - improve multiple PVL to invoice workflow

Users need a more streamlined method to transfer PVLs from a client's multiple patients into the invoice to reduce missed charges and reduce steps to complete an invoice.
over 3 years ago in Invoicing / PVL 0 Future consideration

Void "Declined to History" Status

Users would like ability to void "Decline to History" status, in the event that a Client changes his/her mind and decides to purchase the item, or if applied to incorrect patient. Staff ID/reason details to be collected for medical record defensib...
almost 9 years ago in Invoicing / PVL 0 Future consideration

Email: email payment receipts to client

Ability Email payment receipt without printing and scanning or using pdf printer
about 6 years ago in Email / Fax / Invoicing / PVL 0 Future consideration

Transfer "blue line" notes from PVL to invoice

Users request a configuration that will allow them to transfer comments from PVL lines to invoice, into the Patient record or display in report.
about 7 years ago in Invoicing / PVL 0 Future consideration

Ability to Discount by Dollar Amount

Users would like ability to create and apply flat dollar-amount discounts (rather than percentage only).
over 8 years ago in Invoicing / PVL 0 Future consideration

Delete a saved invoice

Users request ability to void/delete a saved invoice. Currently would have to post and then void invoice, creating transaction counts and impacting average invoice calculations.
over 5 years ago in Invoicing / PVL 0 Future consideration

Declining or removing prescription on PVL or invoice asks to void prescription

To simplify workflow, when a performed prescription (label made) is removed, declined or declined to history, or removed from invoice, user should be prompted if they want the prescription label voided. Currently user has to remember to go to the ...
over 5 years ago in Invoicing / PVL 0 Future consideration