Capturing Patient Reminders On the Invoice
1. Before items are added to the checkout tab, it's best to ensure that your items and services have the appropriate Reminder duration assigned in Item Setup. For additional assistance with item setup, check out Administration: Creating and Editing Inventory Codes.
2. Now you can add your item to the invoice through the Checkout tab, Vaccine widget, or Medication widget, depending on the item type. The reminder will then populate within the Reminder widget automatically after the item has been added.
3. Once the invoice payment is processed, click Complete Sale to generate the receipt. Those reminders from the Reminders widget will automatically appear at the bottom of the receipt.
Hippo Manager also allows a practice to capture on the invoice any items or services declined by the owner. For more information, check out Invoices: Capturing Declined Items or Services on the Invoice