Billing Type & Credit Type
Billing Type & Credit Type
I would like to add the billing type and credit type to the account module since it is fairly important to see that in the account. :p I don't know exactly where yet... thinking since there isn't anything down below on the right side, how about moving down the "Questionnaire" & "Send Transaction to Trojan button" and putting a combo box and text box for these fields below the family financial notes? You would be able to view and edit from here. This would help when doing the billing process and assigning billing types and viewing credit types during this activity and also at check out.
- jordansparks
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Re: Billing Type & Credit Type
There should not be editing capabilities directly from the main Account window. It should be view only. Double click could launch the patient edit window. Lower right is fine. Below the buttons, not above them.
Jordan Sparks, DMD
http://www.opendental.com
http://www.opendental.com