Easy Solutions, Inc.

Full Name

Enter the doctor's full name as you want it to appear on your statements, invoices, and credit memos in the text box under Full Name.

Last Name

Enter the doctor's last name only in this area. The last name is used in several reports and for alphabetical listings.

Street

Enter the street and number in this area.

Telephone Number

Enter the doctor's telephone number in this area.

City

Enter the city for this doctor in the text box under City.

State

Enter the two-letter abbreviation for the state in this area.

Zip

Enter the doctor's zip code in this area.

Fax Number

Enter the doctor's fax number in this area.

Bill to Acct #

Enter another doctors account number in this box if you want this doctors statement combined with that number. The current doctor will not receive a statement and credits will not be accepted. You can combine as many doctors as you wish. Each doctor will be summarized on the master statement.

Fee List Number (1-5)

Enter a number from 1 to 5 that represents the fee number to use for this doctor. The fee list allows five charges for each fee. If you enter the number two, this doctor will always be charged the second charge for any fee.

Monthly Service Charge %

Enter the percent that you want to charge for unpaid balances each month for this doctor. Example: 1 1/2% = 1.5   2% = 2.0

Active Account Y/N

Enter a Y if this doctor is an active account or an N if he is not active. Monthly statements will only be printed for active accounts.

Credit Card ?

Enter a Y if this doctor pays by credit card or an N if he doesn't. The computer uses this entry for the credit card report in doctor balance.

Credit Card Account #

Enter the doctors credit card account number here.

Expiration Date

Enter the expiration date for the doctors credit card in this area.

Doctor's Gold

Use this area to define the gold that this doctor has given you to use on his cases. Enter the gold name and amount for up to three golds. The amount will be reduced automatically when you choose doctor's gold at invoice time. You may change the amount as the doctor gives you more gold.

State Tax

Enter a number from 1 to 10 that represents the state sales tax that you defined in the sales tax area. You may also enter a 0 if there is no state sales tax.

County Tax

Enter a number from 1 to 10 that represents the county sales tax that you defined in the sales tax area. You may also enter a 0 if there is no county sales tax.

City Tax

Enter a number from 1 to 10 that represents the city sales tax that you defined in the sales tax area. You may also enter a 0 if there is no city sales tax.

Preference

Enter any special notes or reminders about this doctor in this area. The preference will be printed on each work ticket for this doctor.

Discount/If Paid By (day)

If you want to give this doctor a discount for early payment, enter the percent to discount in the Discount box and the day that it has to be paid by to receive the discount in the If Paid By box. Enter whole numbers in the discount box. Example 1=1%  5.5=51/2%

A message will be printed on the statement that says "Total due if paid by the (5)th. $0000.00 (discounted amount)" This message will replace all others.

Save

Use the save button to save any changes made to this doctor record.

New

This button is used to clear the entry area for a new entry.

Find

The find button is used to find a match for the last text entry. The entry can be in any of the text entry areas. If a match is found that record will be displayed in the doctor information screen.

Next

Once a match has been found using the find key, you can click on the next key to find another match. If a match is found that record will be displayed in the doctor information screen.

Labels

This button will allow you to print labels for your doctors. You will define how the labels are laid out and how many you want to print. You can print a grid to see if you are set up properly for your labels. Use only Inkjet or Laser labels.

Ageing        

You may change any of the ageing amounts by entering the corrected amount in the text box under the area that you want to change. Ageing is automatically updated by running statements.

Click on OK when all of the amounts are correct. The computer will save the corrections and exit.

Pre/Bal    

You can change any of the previous balances for any cycle by entering the corrected amount in the text box next to that cycle number. Previous Balance is automatically updated by running statements.

When you click on the OK button, the corrections will be saved.

Serv/Chg

You can change any of the service charges for any cycle by entering the corrected amount in the text box next to that cycle number. Service Charge is automatically updated by running statements.

When you click on the OK button, the corrections will be saved.

Print All

Use this button to print a doctor list on the printer. You will be asked if you want a sorted list. Answer Yes if you want an alphabetical doctor list or No for a numerical list by account number.

Exit

The exit button will exit the doctor screen without saving any changes.

Doctor List Hot Key

The doctor list is activated by pressing the F1 key. When the key is pressed the doctor list will appear. The list will show name, account number, and phone number. You can activate this list anywhere in the Lab programs. I will not work in Bookkeeping.

If you want to show all doctors click on the List All button. To show only active doctors, click on the List Active button. The Hide button is used to remove the list from the screen. It will return if you press the F1