Accounting
NextGen - Smartflow integration process
SMARTFLOW Patient Workflow with VETport supports seamless communication, automatic patient boarding, and streamlining patient documentation. Step 1>> To integrate Smartflow with VETport, please go to Set up >> Marketplace >> Click on Smart Flow ...
NextGen - How does Inventory FACILITY works
1>> Facility: is a feature to add and receive inventory stock directly on the facility and transfer it to the clinic in-hand stock when required NOTE : When the Inventory is enabled from the Clinic set up, Automatically a Facility is created for the ...
NextGen - How to add Discounts ?
1) Click on the money manager icon as shown below. Then navigate to Accounting Settings and click on Discount and Coupons. 2) Click on "Add Discount / Coupon" 3) Fill in the information and click on save. 4) To add the discount / coupon on the ...
NextGen - What is an unposted credit?
>> An unposted credit is an amount that the clinic owes to the client and has not been used yet. >> To use an unposted credit click on the accounting and click on accept payment >> Then select the credit to be used and click on apply now.
NextGen - How to get Reports on Cash flow for the clinic for last 3 years excluding Refunds ?
1) Click on the statistics and reports icon as shown below and click on financial. > Click on Statistics and reports. > Click on Financial. 2) Click on Net of [Payment on Invoices+Advance Payments-Refunds] (last 3 years) > Select the months and click ...
NextGen - How to get Reports on Cash flow for the clinic for last 12 month excluding Refunds ?
1) Click on the statistics and reports icon as shown below and click on financial. A > Click on Statistics and reports. B > Click on Financial. 2) Click on Net of [Payment on Invoices+Advance Payments-Refunds] (last 12 months) >> Select the clinic > ...
NextGen - How to get Financial snapshot report in detail ?
1) Click on the statistics and reports icon as shown below and click on financial. A > Click on Statistics and reports. B > Click on Financial. 2) Click on financial snapshot. 3) Select the dates and click on Submit to view the financial snapshot.
NextGen - How to pull report on Total Sales tax payable by Zip code ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Sales Tax By Zip >> Select the dates and click on Submit.
NextGen - How to pull report on total Sales tax payables ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Sales Tax >> Select the dates and click on Generate report.
NextGen - How to pull up report on Returned payments ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Returned Payments >> select the dates and click on Generate report.
NextGen - How to check on report for payment cleared against invoices ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Payments cleared against invoices(Payment Type wise). 3) Select the dates and click on the ...
NextGen - How to check on Invoice report with category type ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Invoice by plan item. 3) Select the date range and the category type with the category and ...
NextGen - How to check on Archived deposit report ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Archived Deposits. 3) Select the dates and you have various options to pull up the report ...
NextGen - How to check on Archived cash deposit report ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Archived Cash Deposits and select the dates accordingly and click on apply filter. Also, ...
NextGen - How to check on Discount/Coupon report for the clinic ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Discount/Coupon Report and select the dates and click on search.
NextGen - How to check which staff has deleted the Cart items ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Cart Deletion Log All Clients.
NextGen - How to pull up report on Other debits ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Other Debit. 3) Select the dates and you can also pull up Detailed and Summary report.
NextGen - How to see report on all Estimates ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Estimates. 3) Select the dates and click on generate report.
NextGen - How to pull up report on All invoices, Pending invoices and Closed invoices ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Invoices. 3) Select the dates >> clinic and you can also pull up the invoices based on ...
NextGen - How to pull up report for refunds for last 3 years with Graphical representation ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Refunds (last 3 years). 3) Click on show graph to view a graphical representation.
NextGen - How to check Average invoices for a year ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Average Invoices Total (last 12 months). 3) Select the clinic >> Click on Generate report.
NextGen - How to check Average invoices for last 3 years ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Average Invoices (last 3 years). 3) You can select the reports for the month accordingly ...
NextGen - How to pull report on All return items for the clinic ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Return Items. 3) Select the dates and click on Generate report.
NextGen - How to pull up reports on Refunds for the clinic ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on Refunds. 3) Select the dates > select the clinic and apply filter. A > you can pull up a ...
NextGen - How to pull up reports of all credits for the clinic ?
1) Click on the statistics and reports icon as shown below and click on accounting. A > Click on Statistics and reports. B > Click on Accounting. 2) Click on All credits. 3) On this page >> Select the dates > Select the credit type and click on ...
NextGen - How do I send receipt to the customer?
1) Please click on payment history/ Reverse under the accounts tab. 2) click on the receipt to be sent via email / to be printed. 3) Click on send email / print.
NextGen - How do I create an Invoice?
1) Once the plan items have been added to the plan active page please click on the perform and invoice option. 2) Once clicked on perform and invoice click on yes to bypass the cart. 3) Once clicked on YES and bypassed the cart the invoice will be ...
NextGen - How do I create an Estimate?
1) Go to the patient file and click on PLAN >> Once the plan items have been added to the plan active page please click on the estimate option. 2) Add the estimate name as per your preference and click on save ( example - Test ) 3) Once an ...
NextGen - How do I clear my day to day deposit?
1) Please click on the money manager icon as shown below. Navigate to deposits and reconcile Then click on clear deposit. 2) Click on the archive deposit option to close the account for the day. You can also hold all the checks received as a payment ...
NextGen - How do I hold the checks and unhold them?
1) While receiving the payment via Cheque >> please click on the hold check option available on the payment page. 2) Once the payment has been received to Unhold the checks please click on the money manager icon as shown below. Navigate to Deposit ...
NextGen - How do I reverse my payment which was incorrectly received ?
1) Please click on the account tab. Then click on payment history / reverse. 2) Click on reverse against the payment that has to be reversed back to the customer.
NextGen - How do I setup taxation?
1) please click on the money manager icon as shown below. Navigate to accounting settings then taxation and select the tax to be added (category / Sub Category) 2) Click on add new to setup the taxation for each category and sub category >> Select ...
NextGen - How do I setup my payment types?
1) Please click on the money manager icon shown below. Navigate to accounting settings then payment types. 1 > Click on Money manager 2 > Accounting settings 3 > Payment type 2) Click on Add new to add a new payment type. You can use the opt option ...
NextGen - How do I receive payments?
1) Go to the client file >> once an invoice has been successfully generated please click on the accounting tab and then click on accept payment. 2) Check the invoices to be paid with the check box and click on apply now. 3) Select the payment mode ...
NextGen - How can I check Invoices or receipt?
1) Please go to the client file and click on the accounting tab and click on payment history/ reverse. 2) Here you can find the receipts and the past invoices performed for the client. Click on the hyperlinks to view them. Once clicked on the ...
NextGen - How do I refund?
1) Once an item has been returned back successfully. Please click on the accounting tab and click on refund as shown below. 2) Now select the refund payment type and click on refund to initiate.
NextGen - How to add a credit and Debit?
1) Please go to the client file click on the accounting tab. Click on the relevant option (credit / debit) 2) For Credit: Select the credit type and payment type, add in all the necessary information and click on "Add Credit". 3) For Debit: Add the ...
NextGen - How do I return the plan item performed incorrectly?
1) Go to the client file and click on past invoices under accounting. 2) Click on the return items icon as shown below. 3) Select the item to be returned with notes. Click on return.
NextGen - How to add extra slots on Staff schedule
Step 1>> Go to Set u Step 2 >> Click on the Staff schedule with the specific staff as shown below Step 3>> Click on Edit to go to the exsiting schedule as shown below Step 4>> Scroll to the bottom of the schedule page and you will find Extra slot ...
D210 WIRELESS POS terminal set up - DIRECT CONNECT (PARAGON)
1, Below is the image of D210 - WIRELESS POS terminal. To begin with Press on the Right hand side Blue button for the MENU access 2, Operation settings from the MENU settings If you DO NOT have your password, please check with your seller 3, Enter ...
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