MedLook Weekly Tip For 04/28/2006

MedLook has always supported credits and write-offs as alternatives to a standard payment.  Both of these are in fact nothing more than a type of payment where no money was actually received.  Alternatively they could be seen as negative adjustments to the original fee charged.  In any case, it would be handy to be able to add additional credit types such that you can generate reports showing more explicitly the cause or source of the adjustment.  MedLook allows for any number of custom categories in the Helpers Credit Types list.  Credit and Write-off will always be part of the list but there is no limit to how many entries are allowed.

Entering and editing new Credit Types is done the same as any other grid edit:  enter the item and press enter when finished.    The abbreviation used is limited to eight characters and must be unique for each type entered.

The new Credit Types can be selected and used on the Payment dialog in the Source of Payment field.

On the reports that show credit information any transactions entered with these new types will be lumped into the Custom Credits category.  On the Daily Ledger report the Explanation field for the Credits pages will display the abbreviation for the credit type as appropriate.

Email Us  Any questions, comments, or suggestions are welcome.