Automatic attachments and automatic printing of invoice products
A practice manager can configure a product to:
- Automatically make a document after a staff member approves an invoice that has the product
- Automatically make and save an attachment after a staff member approves an invoice that has the product
Automatic documents
If a practice manager configures a product to automatically make a document, staff can quickly and easily print the document after invoice approval. For example, after a staff member approves an invoice that has a rabies vaccine, ezyVet can automatically make a rabies certificate. The staff member can print the certificate and give it to the client.
Automatic attachments
If a practice manager configures a product to automatically make and save an
attachment, ezyVet saves the attachment in the
applicable record. For example, after a staff member approves an invoice that has a
rabies vaccine:
- ezyVet can automatically make a rabies certificate
- ezyVet automatically saves the certificate as an attachment in the related clinical record of the invoice.
Note: If the invoice does not have a related clinical record, ezyVet saves the attachment in the related patient
record.
The automatic attachments makes it easy to find documents that are applicable to the invoice and its products. For example, it is not necessary to find an initial invoice and make attachments again.