Deleting Accounts and related Invoices
The only thing you can do is mark the account as inactive and mark the Doctors associated with that account as Deleted. We have no mechanism to delete all their invoices.
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LMS - Inviting new Practice accounts
This walkthrough will show you how to quickly create a new Practice account and invite them to use the Portal to track cases, track and pay invoices, etc. First, from the LMS LaunchPad go to Order Management Then if you navigate to Finance>Accounts, ...
Batch Email Invoices
Now users can select multiple invoices to email to an account on demand. To send an invoice via email, be sure there is an email setup in the account for invoices, then click on Financial and select the invoices you want to email. Note, a separate ...
Quick Start Guide for Accounts, Doctors, Products and Pricing
This Quick Start Guide will go over the highlights of adding an account, doctor, products and price lists. Products and Price Lists The quickest way to add a product and price list is with our Product_PriceList_Import spreadsheet that is attached to ...
Introduction To Accounts and Doctors in VisualDLP
Definitions Doctor – An individual with a name, an address, a birthday, and other unique identifying properties. Doctors are authorized to order products from your lab. They are not LLC’s, Corporations, or Businesses. However, they may work for ...
Account Aging Report (All COD Accounts)
The Account Aging Report (All COD Accounts) details all accounts that have been flagged COD. The first two columns list the Account Number followed by the Account Name in alphabetical order. The third column presents the Credit Balance if applicable ...