Accounting
Pargon (Direct Connect) Gateway Set up - Pax S300 (Wired connection )
Below is the image of - Pax S300 and its euipments. 1, Pax S300 Terminal 2, Pax S300 - Connector cable as shown below 3, Pax-s300 power chord as shown below 4, One ethernet Cable 5, S80 download cable as shown below 6: Db9 - USB to serial ...
NextGen - How to flag a client as "Bad Credit Customer" (copied)
Click on client Edit File 2, Select radio button for Bad Credit and MODIFY
Next Gen - How to add a credit/Debit?
Step 1: Click on the Client name to access the details. Step 2: Go to Accounting Step 3: Click on the Add Credit (to add credit to the account) Step 4: Clinic on "Add Debit" (to add a debit to the account) (A) Adding a credit: Step 1: Click ...
Next Gen - Deposit and Reconcile
Navigation : Go to Money Manager >> Deposit and Reconcile. Under Deposit and Reconcile you will the above options which will help you as explained below. A> Clear Deposits : Under this page, you will be able to clear the deposits made for your ...
Next Gen - Statements (+ Balance)
Navigation : Go to Money Manager >> Receivables and Billing >> Statement (+ Balance) The Statement + balance reports provides the entire list of clients who owe Money to the clinic 1> Add Interest : Will help you add interest to the outstanding ...
Next Gen - Payment Group
Navigation : Go to Money Manager >> Accounting Settings >> Payment Group. Under Payment Group, you will get a list of all the payment group that we have on VETport and if you uncheck any of the payment group, that specific payment group will not ...
Next Gen - Payment Type
Navigation: Go to Money Manager >> Accounting Settings >> Payment Type. Under Payment type, you can opt the payment type that you would like to use while processing payment. Also, if you wish to to allow any of the payment group and type to be ...
Next Gen - Gift Card
How to create a "Gift Card" ? Step 1: Go to Money Manager Step 2: Select Accounting Setting Step 3: Click on “Gift Cards” Step 4: Select “Create Gift Cards” and update the details in the pop page according to your requirement’s Step 5: click on ...
Next Gen - Adding Credit and Debit
Step 1: Search for the client Step 2: On the mail dash board you have the option to Add Credit and Add Debit Step 3: You can also Add Credit and Debit by going into the patient records.
Next Gen - How to create an Estimate
Navigation : Go to Add Plan page on the patient dashboard - Add all the plan items required for the procedure. Once you have added the plan items, please click on "Estimate" as shown above. When you click on Estimate, VETport will prompt you to ...
Next Gen - General invoice Setting
Navigation : Go to - Clinic Settings restricted >> Invoice. This will help you with the General Invoice settings for the clinic. Please check and UN-check any of the options according to your requirement and click on Apply.
Next Gen - Search Receipt
Navigation : Go to Money Manager >> Search Receipt. On this page, you will have the option to search the Receipt with the Receipt ID/Client name This report will also show you the payment type that was used to collect the Invoice balance and the ...
Next Gen - Search Invoice
Navigation : Go to Money Manager >> Search Invoice. On this page, you will have the option to search the Invoice with the Invoice ID/Client name. After searching the Invoice with the Invoice ID/Name of the client, the list will be populated ...
Next Gen - Accounting Settings
Navigation : Go to Money Manager >> Accounting Settings. 1> Payment Group : Under Payment Group, you will get a list of all the payment group that we have on VETport and if you uncheck any of the payment group, that specific payment group will not ...
Next Gen - Receivables and Billings
Navigation : Go to Money Manager >> Receivables and Billing. Under Receivables and Billing, you will the above options which will help you as explained below. 1> 30-60-90 Days Aging : This page will give you a list of clients according to the age ...