Overview

• The Invoice works on the charge entry date.
  • Invoice dates are based on when the charge was entered, not the date performed if they differ.
• The Charges Report works on the performing date and includes inpatient charges on the account.
  • This is like the statement option in Vetstar.
• The Charges Report and Invoice printing show the performing date on their output. 

Client Invoice

Hint: Print by date range for non-visit items such as food or an Rx. 

1. Bring up the client/patient in SANDI
2. Select the down arrow next to Client
3. Select Print
4. Select Invoice
5. Choose the Visit number or you can leave the visit number blank and specify a range of dates for the invoice to print:

Access the Charges Report in one of three ways:

1. From the Patient Dashboard under the Client Information Box, select the drop-down next to Client, and choose Charges Report.
2. Go to VetMed Reports & Queries and select Client Charges Report. 
3. Select the Client Charges button within the Charges screen.

Note: You can export or print the report. 

Charges Report Via the Dashboard

1. Select the drop-down beside Client in the Client Information Box.

2. Select Charges Report

NOTE: If there is an open visit, all charges, discounts, payments, adjustments, taxes, etc. will be displayed for ALL patients from the date the visit was opened.  If there is no open visit, it will display the charges for the last 6 months for all patients, and the user can change the dates as desired.

• Open Visit: If there is an open visit, it will display all charges, payments, discounts, adjustments, etc. from the admit date. 
• NO Open Visit: If there is no open visit, it will automatically display the last 6 months of charges for all patients. (The user can change date ranges as desired.)

3. To see a certain time frame, select your range of dates and submit. (All charges, payments, and adjustments made within the specified range of dates will show.)

Note: If you leave the Patient selection box empty, ALL patients will be included, or you can select a single patient.

When the Charge Report is selected, the display defaults to the current open visit from the date it was opened.  If there is no open visit, it will display all charges for all patients the last 6 months, and the user can change the dates as desired.

IMPORTANT:

• The report displays ALL charges, discounts, taxes, balance, etc. for ALL patients by default, which matches the client balance on the Dashboard.

5. Select Print, and the statement of charges will display as shown below.

Display charges ONLY for a certain patient:

VERY IMPORTANT: To view ONLY charges for a certain patient you can choose the patient and submit, and it will show those charges. It will NOT show payments, adjustments, etc., because those are not attributed to the patient.

 The report will NOT show payments, adjustments, etc, because they are attributed to the client, NOT the patient but rather the client. Below is the list of charges for Gunner only. (no payments, adjustments, etc included.)

1. Alter the date range if desired.
2. Select the patient and Submit, and it will display charges for that patient only. (Gunner in our example below).

 3. Select Print to print the report for the selected Patient ONLY.

IMPORTANT NOTE:

• In the example below, all charges for ONLY Gunner are listed.
• The printed report will NOT display the client payments, adjustments, etc. it will ONLY print gunners’ charges, even though the header says charges, payments, and adjustments.  It does NOT display the client payments, adjustments, etc. it ONLY displays Gunners’ charges, even though the header says charges, payments, and adjustments.

Printing Group by Patient

Select the Group by Patient check box and Submit. The report will display the charges grouped by patient if there are multiples within the date range spedified. (You can print this out also.)

Inc. Inv. Omissions Checkbox