Legacy - Setting up plan items

Legacy - Setting up plan items

This is an approach you can use that will help reduce any confusion

 

Pull out the list you are working with

Check in the plan item add / modify section if the plan you need exists - if it does not then add the plan in. If you see a plan that you could use but needs a minor modification in the name then do it now.

Now search all the plan items category wise and

Inactivate the plans you do not want ; Set the plan as weight / species specific if needed ; set the price, volume discount and weight surcharge for the plan if applicable ; now set the reminder, flag to show in past services and substance logs

Create Groups for plans that point to common stock

Add "Stock without PO" in hand that you need to reflect manufacturer name , lot id and expiry date

Create Wellness Packs and Packaged Plan Groups

If you wish to implement the Purchase order process of ordering stock then you need to link the plan to the inventory / vendor items (after you have added the vendor items of your distributer)

 

    • Related Articles

    • Legacy - Setting up reminders for a plan item

      Reminders are setup at the plan item level Getting to the plan item for which reminders need to be set or edited 1. Click on Settings & Reports 2. Click on Medical Record / Plan items Setup 3. Click on Add/Modify Plan Item<<<< Plan Management 1. ...
    • Legacy - Relate Plan Items to Vendor Items

      A Plan Item can be related to a single or multiple Vendor Items Navigation List of Plan items with existing relationship with Vendor items, if any A single plan item can be related to multiple vendor items from same or different vendors Click on View ...
    • Legacy - How to make tax applicable to plan items

      Navigate to settings & reports >> Settings >> Organization Details & Other Settings >> Clinic Details Click on Tax/Discount/Interest/Pyment Type Setup link of your clinic Click on Add to add tax Add tax details Add tax details and click on Add button ...
    • Legacy - How to Map Plan item to Bin and Location ( Plan items and bin relationship)

      Establish where the Plan items are kept. i.e which Bin and location. Create the Plan Item & Bin relationship, clinic wise. Navigation:Settings and reports->Settings->Inventory masters->Relate Plan items to bin (Search by Plan items) Relate Plan item ...
    • Legacy - Add / Modify Vendor Items and link them with Plan items

      Add / Modify Vendor item names and its details. A separate list of plan items known as vendor items is maintained for each vendor. The plan item name can be different than the vendor item name of the vendor. Navigation 1) Settings and Reports 2) ...