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Configure an automatic billing trigger for a diagnostics supplier

A diagnostics supplier in ezyVet has a relation with a dedicated supplier contact record. ezyVet uses the supplier contact record to make the applicable diagnostics available for to select in diagnostic requests. If necessary, you can configure a supplier contact record to automatically use a billing trigger.

  • Make the necessary product record and give it the costs that you want
  • Make sure that you the supplier contact record of the applicable diagnostics supplier
To configure the billing trigger, do this procedure.
Tip: This procedure is a good method to use if your organization has a standard cost that adds for diagnostics. For example, you can use this method to automatically add a standard cost for an in-house diagnostics device.
  1. Select Contacts.
    The Contacts tab
  2. Select Suppliers.
    The Suppliers setting
    The left sidebar shows the supplier contact records of your ezyVet site.
  3. Select the applicable supplier contact record.
    ezyVet shows the contact record settings.
  4. Select Supplied.
    The Supplied tab
  5. In the Default Diagnostic Billing Product box, select the applicable product record.
    The Default Diagnostic Billing Product box
  6. Select Save.
    The Save button
    ezyVet shows a confirmation message:

The diagnostics supplier has the billing trigger. When you make a diagnostic request and select the supplier contact record, ezyVet automatically selects the billing trigger. The automatically selected billing trigger shows in the Overall billing trigger (optional) box of the New Diagnostic Request dialog box:
The Overall billing trigger (optional) box of the New Diagnostic Request dialog box