Vendor Setup

NextGen® Medication Inventory Control Help 10.6.3.0

Invoice Panel

Use the Invoice panel to view paid and unpaid invoices, enter invoice information, mark invoices as paid, enter invoices for items required on the Inventory Management template, and to run a False Profits Report. Filter the Invoice Grid Add an Invoice Update Invoice Information Mark an Invoice as Paid False Profits Report Parent topic: Invoice Configuration Template

NextGen® Medication Inventory Control Help 10.6.3.0

Invoice Details

Use the Invoice Details panel to see all medications attached to an invoice. This panel only shows information if: You have marked the Require Invoice #’s for Items check box at the top of the template Medications added to inventory have been attached to an invoice. Parent topic: Invoice Configuration Template

NextGen® Medication Inventory Control Help 10.6.3.0

Update Vendor Information

You can update a vendor’s contact information. Select the vendor in the grid. The fields below the grid fill in with the vendor’s contact information. Select in the field(s) for the information that you want to update, and edit the entry as needed. Select Update to save the changes. Parent topic: Vendor Setup

NextGen® Medication Inventory Control Help 10.6.3.0

Inactivate a Vendor

You cannot completely remove a vendor entry from the grid, but you can mark the vendor as inactive, to keep your list With the grid filtered to Active, select the vendor that you want to remove from the active list. Select the Toggle button above the grid. The vendor moves to the inactive list. To view inactive vendors, select the Inactive option above the grid. Parent topic: Vendor Setup

NextGen® Medication Inventory Control Help 10.6.3.0

Restore an Inactive vendor

You can restore an inactive vendor to the active list. Select the Inactive option above the grid. Select the vendor in the grid. Select the Toggle button. The item is now in the grid when the Active option is selected, and visible in the picklist. Parent topic: Vendor Setup

NextGen® Medication Inventory Control Help 10.6.3.0

Invoice Configuration Template

Use the Invoice Configuration template to add invoice numbers, vendors, shippers, invoice totals, and due dates, and to monitor paid and unpaid invoices. You can tie medications entered in inventory to invoices for tracking. The Invoice Configuration template has three panels: Invoice Invoice Details Vendor Setup NextGen Healthcare recommends that you begin by configuring vendors on the Vendor Setup panel. Vendor Setup Invoice Panel Invoice Details Parent topic: Configuring NextGen Medication Inventory Control

Vendor Setup

Recommendations

Invoice Panel

Invoice Details

Update Vendor Information

Inactivate a Vendor

Restore an Inactive vendor

Invoice Configuration Template

Invoice Panel

Invoice Details

Update Vendor Information

Inactivate a Vendor

Restore an Inactive vendor

Invoice Configuration Template