SANDI - Research Account billing for services performed. (ONLY for non-inventory/suppy reqeusts)

A research account should ONLY be set up if a service procedure needs to be billed. For example imaging studies. All inventory and supply purchase must be run through the IMS.
  1. Quick command: 2
  2. <F5> and enter to get a new account number
  3. Name:  Enter a name for the study                                          
  4. Addr 1:  name of primary doctor on study
  5. Addr 2: 1008 W Hazelwood Dr (if internal) **if external then location ex: Animal Sciences
  6. Enter zip: 61802                                               
  7. Mark Valid         
  8. Other Names:  Y (Will enter these using Alternate button on right.)
  9. Sal: Dr                                                  
  10. M.O.C.:  em (email)                                                                        
  11. Enter phone number and email address from form.
  12. Client type:  Principle Investigator (VCM)   **or if External research acct like Animal Sciences then Research Account (External)
  13. Client Status:  R2                             
  14. Save (F3)

clientmaster

  1. It will ask you to enter a Patient now?  Yes                                          
  2. Patient Name: Drugs and Supplies
  3. Breed NA            
  4. Color NA             
  5. Sex N                    
  6. Birth: Enter today’s date and save out

PatientMaster

Go back and  <F6> to change then click the Alternate button on right of the Client Master Screen

Enter a few different ways to search for this project including the full name of the project

alternate

Give account to the researcher via email.



Keywords:
research, account, bill, study, investigate 
Doc ID:
147511
Owned by:
Tina O. in UofI College of Veterinary Medicine Teaching Hospital
Created:
2025-01-14
Updated:
2025-01-14
Sites:
University of Illinois College of Veterinary Medicine Teaching Hospital