IDEXX Cornerstone Enhancement Requests
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Invoicing / PVL

Showing 35

Receptionist Field on invoices not defaulted in but required

On the invoice, the receptionist field currently defaults in to the logged in userUsers want to have this field required, but empty, forcing the receptionist to enter their staff ID. This would also benefit practices that use general logins.
about 6 years ago in Invoicing / PVL 0 Future consideration

PVL: Configure prompts, reminders, Controlled Substance use reasons

Users request prompts for callback notes, controlled substance reasons and ask for reminders to be configurable to occur on PVL rather than only invoice
over 4 years ago in Invoicing / PVL 1 Future consideration

Discount configuration when multiple discounts present

Create a default configuration to not have multiple discounts be applied to an item on a client invoice. (Ex: group discount and client/item discount for same item, highest value one applied only or only allow 1 preset discount on item and not all...
over 5 years ago in Invoicing / PVL 1 Future consideration

transfer boarding items to PVL at time of check in

Users request boarding items transfer to the PVL upon check in vs upon check out to better manage billing and avoid missed charges
over 2 years ago in Boarding and Grooming / Invoicing / PVL 0 Future consideration

Improve QOH tracking for client 'returns'

Users would like the option to return quantity to inventory or not, when refunding items. Suggest a pop up box for items that are tracked or linked to a tracked item where we can click Yes to return to QOH, or No, to have it not be returned to QOH...
over 2 years ago in Inventory / Invoicing / PVL 1 Future consideration

Departing instructions: associate instruction to related invoice item on invoice

Users want to have departing instructions display on the invoice in a manner that is clear to the practice's client what instruction is associated to what related invoice item to improve client education and reduce confusion.
about 4 years ago in Invoicing / PVL 0 Future consideration

Configurable default where user can opt to apply sales tax to pre-discount amounts

Some city/states require sales tax to be collected on gross amount (pre discount, eg: the value of the item) even if discounted 100% or a free item
over 5 years ago in Invoicing / PVL 0 Future consideration

"Copy to" functionality for PVL

Users request to be able to copy items from one patient's pvl to another (under same client) as seen on client invoice
over 5 years ago in Invoicing / PVL 0 Future consideration

Reprinted receipts display client balance at time of invoice date

When reprinting previous invoices, it should reflect what the client balance was on the date of the invoice, not the current balance
over 2 years ago in Invoicing / PVL 1 Future consideration

generate custom vaccine/rabies certificates from PVL

users request ability to generate and print vaccine, rabies certificates from the PVL that use date given and next due date based on line item date of PVL. Current functionality does not update reminder dates until vaccine items are placed on a sa...
over 2 years ago in Invoicing / PVL / Reminders 0 Future consideration