1.Following the navigation path open New Credit Memo form  

New Credit Memo - Form

1.Enter on General tab:

•Multiple Pans - you may add multiple pans by checking the checkbox and entering Pan Numbers, or you may leave the checkbox unchecked and enter value in Pan # field

•Patient Name - Enter Patient First and Last name.

•Shade - enter shade details

•Mold - enter mold details

•Sex - select patient gender

•Age - enter patient age

•Pt. Chart # - enter patient medical record number

•RX # - enter medical prescription number

•Doctor Name - Doctor name is populated by default with the name set as default on Practice Doctor form. You may change it if necessary:

➢Click on next to Doctor Name field

➢Select another doctor on Select Practice Doctor form.

➢Doctor Name is changed.

➢You may revert to the default doctor by clicking on

• Practice Doctor # - is populated automatically when Doctor name is entered. This number is generated when Practice Doctor record is created.

•NPI # - National Provider ID (NPI)

•Invoicing Lab - is displayed based on the options set on Customer > Main tab. Invoicing lab may be changed. There could be some restriction regarding invoicing labs, based on the settings made in File > Global Settings > Global > Case Options > Case Entry tab

•Production Lab - Default Production Lab is set in File > Global Settings > Global > Case Options > Case Entry tab

•Catalog - the Default catalog is set in Customer Settings > Lab Settings. Catalog can be changed only if there are no products added to the case. You must delete all products to change the catalog.

•Purchase Order - are entered in Customer Settings > Purchase Orders. You have there an option to allow only products from purchase orders when entering a case.

•Student Name - enter student name

•Articulator

•PreSelected Team

•Credit Reason - select one reason for creating Credit Memo. Reason is required.

1.Select one of the following options:

•AutoApply to Oldest Invoices(s) - this option applies the credit to the oldest invoices.

•Manually apply on Save - this option will open the form with unpaid invoices and you may apply the credit as desired.

•Leave Un-Applied - this option will simply save the credit memo.

1.Enter Medicaid ID

2.Enter Med Auth#

3.Click when done.

Note: To view the existing credit memos you need to navigate to Customer > 5. Accounting > View Credits ()

Note: You may add:

•Products - see details in this topic

•Images and Attachments - see details in this topic

•Materials - see details in this topic

•Follow up Calls - see details in this topic