When a payment has been allocated against an invoice, the invoice becomes “read-only”. To change or edit that invoice, you must first remove allocated payments that are linked to the invoice. [1] Removing the allocated payments Firstly, double-click on the invoice you wish to edit which will open it in the Invoice Editor Notice the […]
How do I copy my settings to another ClinicOffice user?
You can copy all your settings or a colleague’s settings to a different staff member by using the Override User Settings. The steps below will guide you through this. In ClinicOffice go to the View menu. Click the Program Settings button. Located at the bottom is the setting “Override User Settings“, click on this link. […]
How to override settings for all users at once?
Some larger clinics may want to override user’s settings with a global option. For example, you might want to globally set the ‘Diary Appointment Notes’ to show for all users. The steps below will guide you through this but the principles can be applied to any other setting. [1] Under the View tab click Program […]
Why do intervals change when printing the diary?
If you use smaller diary intervals (e.g. 5, 10 or 15 minutes) then you may notice that when you go to Print Preview the diary, the time intervals have been changed (typically to 20 or 30 minutes). This happens because the diary control tries to fit the printout on ONE page, so it automatically adjusts […]
Why can’t I change/edit an invoice?
When a payment has been allocated against an invoice, the invoice becomes “read-only”. To change or edit that invoice, you must first remove allocated payments that are linked to the invoice. [1] Removing the allocated payments Firstly, double-click on the invoice you wish to edit which will open it in the Invoice Editor Notice the […]
How do I issue a credit note?
A Credit Note is essentially the opposite of an Invoice ( invoice the patient owes you money, credit note you owe the patient money ). Here are some examples when you might raise a Credit Note for a customer :- As a gift voucher which can be used at a later date against an invoice […]
How do I enter a prepayment?
Sometimes a patient pays in advance for several future treatments. This article describes how to enter a prepayment into ClinicOffice. Firstly, we need to create a new payment for the patient in question. If you’re already looking at the Patient Record in question, simply click Financial Actions (at the top of the Patient Editor) then […]
Invoice addresses are incorrect when printing
Whenever an invoice is created for a patient (or a contact e.g. an insurance company), their address is copied over into the ADDRESS field on the invoice. If you later change the patient’s address, this will NOT update the invoice address i.e. the invoice address will still be the old address. This behaviour is 100% […]
How do I restore a Form Layout?
Sometimes you may accidentally make unwanted changes to a form layout and then decide you would like to restore a previous layout. Fortunately, ClinicOffice makes automatic backups of your form layouts whenever you change them. Here’s what to do :- [1] Click TOOLS | FORM DESIGNER [2] Select the Form in question and click DESIGN […]
Database is showing [Invalid?] and I can’t log on
From time to time it has been reported to us that users will see a screen that looks like this: This is caused because of a couple of reasons. And when you try logging on you will see that we have already put in place a small explanation as seen below: The most common cause […]
How Do I use The Patient Recall System?
The Purpose of Recall The Recall System allows you to remind patient’s that they are due another appointment and that they need to rebook it. The way it works is similar to the Waiting List but the Waiting List is something definite i.e. the patient already has confirmed the appointment but is waiting for the […]