CSR 1235: Simplify Applying a Credit to Scheduled Dose : Examples.

Example 1: Crediting one dose that has not yet been transmitted

Example 2: Crediting more than one dose that have not yet been transmitted

Example 3: Crediting one dose that has been transmitted

Example 1:  Crediting one dose.

 First click on the dose you want to credit, the 06/08/2007 08:00 dose.  Change the "number of doses to charge/credit" to "-1".

This fills in the Transaction Date of 06/08/2007 08:00.   However, the 06-14-2007 08:00 dose is highlighted and this will be the dose credited.

Since we want the 06/08/2007 08:00 dose credited, we need to select that date again, making sure it is the one highlighted:

Click OK and you will see that one dose on 06/08/2007 08:00 is no longer charged.

This is not logged as a credit ( a charge quantity of -1) because it has not yet been transmitted to a billing system.  It is simply marked as not being charged.

Example 2:  Crediting more than one dose that have not yet been transmitted.

To apply a credit to more than one order, in the Charge / Credit screen, first select one Dose Date to Credit (even if you are crediting more than one date.  The object is to fill in the Charge Method to Schedule and a Transaction Date).   The "Transaction Date", in this situation, is not taken into account, but does need to be filled in.

Then, enter a minus in the "number of doses to charge/credit" field:

Next, choose the Dose Date or Dates you want to credit.  The "number of doses to charge/credit" will adjust automatically.

Click OK, you will see the 3 scheduled doses are no longer charged.  These do not show up as credits (Charges with Quantity = -1) because they have not yet been transmitted to a billing system.   They simply show as not being charged.

Example 3: Crediting one dose that has already been transmitted:

To credit a dose that has already been transmitted, a Credit of Type Manual needs to be created.

In this example, we need to credit back the charge from 10-10-2007 08:00.  It was transmitted on 10-11-2007.

Go into the Charge/Credit screen.

Click on the Dose Date of 10-10-2007 08:00.  This changes the Transaction Date to the desired date.

Then, change the Charge Method to Manual.  Click on the Dose Date of 10-10-2007 08:00 to be sure it is highlighted.

Click OK and you will see a Credit for that date.  The Credit shows up as a Quantity of "-1".

Since the original charge was already transmitted - meaning it was sent to the billing system - this new credit will also be sent to the billing system.