Receipts

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sandi
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Receipts

Post by sandi » Sun Jun 20, 2010 3:48 pm

Can I ask how far up the request list is printable receipts for cash payments rather than overall account statements? In Europe patients are used to getting a receipt for payments received. Many Thanks

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jordansparks
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Re: Receipts

Post by jordansparks » Mon Jun 21, 2010 11:19 am

I think it's on the request list, but I can't give any kind of estimate on when it might be done.
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http://www.opendental.com

sandi
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Re: Receipts

Post by sandi » Mon Jun 21, 2010 11:45 am

No problem ,thanks. I see there are a few options in the drop down box for printing todays payment which isnt too bad. I am very impressed with OD,thanks.

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jordansparks
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Re: Receipts

Post by jordansparks » Mon Jun 21, 2010 11:53 am

Right. And if we add a "receipt" feature, it will probably be a minor tweak of the options in that window.
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http://www.opendental.com

delhidentist
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Re: Receipts

Post by delhidentist » Sun Oct 23, 2011 6:29 pm

I would welcome the option of being able to give a receipt from within Open Dental.
Not being able to give a receipt, is one of the current shortcomings of the software as per our requirements as well.
I would also like to add here that the receipt should have:
a)Unique Receipt Number
b)Patient's name & open dental account/chart number
c)Date of payment
d) Amount paid
e)Amount paid in cash/cheque/card
f) cutomizable currency symbol
g) Printable via POS printers
h) POS printer capable - office logo/address, doctors name

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Hersheydmd
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Re: Receipts

Post by Hersheydmd » Mon Oct 24, 2011 2:39 am

sandi wrote:No problem ,thanks. I see there are a few options in the drop down box for printing todays payment which isnt too bad. I am very impressed with OD,thanks.
How do you print just today's payment and not an entire statement? To which drop down box are you referring?
Robert M Hersh DMD, FAGD
Univ. of Penn 1982
Brooklyn, NY 11234
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jordansparks
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Re: Receipts

Post by jordansparks » Mon Oct 24, 2011 5:06 am

You don't see the little drop-down arrow next to the Statement button?
Jordan Sparks, DMD
http://www.opendental.com

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Hersheydmd
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Re: Receipts

Post by Hersheydmd » Mon Oct 24, 2011 2:21 pm

jordansparks wrote:You don't see the little drop-down arrow next to the Statement button?
I guess you must be referring to a "walkout statement." I didn't realize that is what was meant above.
Robert M Hersh DMD, FAGD
Univ. of Penn 1982
Brooklyn, NY 11234
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valoo
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Re: Receipts

Post by valoo » Wed Nov 02, 2011 12:15 am

Now I'm using the sheets feature to create my own receipt. The downside is that there is no unique receipt number. Anyway that I can add it in

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jordansparks
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Re: Receipts

Post by jordansparks » Wed Nov 02, 2011 6:52 am

Which kind of sheet are you using? Patient letter?
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valoo
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Re: Receipts

Post by valoo » Wed Nov 02, 2011 6:49 pm

yes.. patient letter. Any other sheets that I can use?

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jordansparks
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Re: Receipts

Post by jordansparks » Wed Nov 02, 2011 7:50 pm

"statement" is a database table. As such, every statement has a unique primary key which users don't normally see. In the end, receipts and invoices will probably end up just being special kinds of statements. It's going to take some work to move statements over to sheets, but in the meantime we could make that primary key visible. So then you would:
1. Create a statement.
2. Look at the primary key.
3. Create a sheet for the receipt.
4. Type the statement number into a spot on the receipt.
Jordan Sparks, DMD
http://www.opendental.com

valoo
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Re: Receipts

Post by valoo » Wed Nov 02, 2011 10:07 pm

Why not just have a box with running numbers eg like signature box so that we can add that into the sheets. Creating our own receipts is easy the only thing lacking is the unique running number.

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jordansparks
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Re: Receipts

Post by jordansparks » Thu Nov 03, 2011 6:49 am

OK, simpler suggestion. We will get the number from the sheet primary key. It will be automatic. It won't be sequential because of all the other kinds of sheets that will use numbers. Or is it a requirement that it be sequential?
Jordan Sparks, DMD
http://www.opendental.com

valoo
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Re: Receipts

Post by valoo » Thu Nov 03, 2011 7:45 pm

I don't think its necessary for the numbers to be sequential. How can I add in that feature?

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jordansparks
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Re: Receipts

Post by jordansparks » Sat Nov 19, 2011 5:59 pm

I have edited the description of feature request #308 to include this discussion.
Jordan Sparks, DMD
http://www.opendental.com

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