Entering A New Account

Entering A New Account

Before starting this article, please read: Introduction To Accounts and Doctors in VisualDLP

What you’ll need

  1. The name of the Practice or Business Name.
  2. Address for deliveries and any phone numbers or email addresses you want to add to the account.
  3. Any terms of trade for the account such as the account’s Price List and any Finance Charge.

 

Adding Account Name

  1. Log into VisualDLP as an Admin user then from the Dashboard, click on the Order Management Module.
  2. From the menu on the left, Click on Finance/Accounts and then click Add New
  3. Enter the Account Name.  This is either the Practice Name or the Business that will send you orders.  Account names may also be the name of the doctor if you choose.   Keep in mind, that this name is how you will search for accounts in Payments, adjustments and other screens that require you to select and account.
  4. Enter a description for the account.  You may leave it blank if you choose.
  5. Click the Save button.

 

Adding Phone Numbers

 

  1.  After you have saved the Account Name, you will see three icons for phone numbers, email addresses, and address.
  2. Click the green + sign next to the phone icon. 
  3. Select what this new phone number is to be used for
  4. Add the phone number
  5. Hit the Save icon next to the new number you just added.

 

Adding Email Address

 

  1.  After you have saved the Account Name, you will see three icons for phone numbers, email addresses, and address.
  2. Click the green + sign next to the email icon.  
  3. Select what this new email address to be used for
  4. Add the email address
  5. Hit the Save icon next to the new email address you just added.

    • Related Articles

    • Entering Remake and Adjustments from Original Order

      If you have to enter a Remake or Adjustment case, you can easily duplicate the original order by following the steps below.   This will link the new order to the original and allow you to copy information from the original order without having to ...

    • Adding A New City To A Postal or Zip Code

      Discussion Occassioanlly, a new suburb or city is incorporated into an existing Postal Code.  If this happens, when you search for a Postal/Zip Code while adding an address you will get the existing CIty returned in the results when in fact you want ...

    • Inviting New Users To VisualDLP

      What you’ll need Unique email address for each user you want to invite.  Steps Log into VisualDLP as an Admin user then from the Dashboard, click on the Order Management Module. Click on People/Invitations Select the Business Unit and Module you want ...

    • Financial: Configuring Tax Exempt Accounts such as Hospitals, Universities, Non-Private Doctors

      Configure an Account to be Tax Exempt: From Launch Pad, Access Order Management From the Order Management menu, access Finance -> Accounts -> select the Account -> access the Account Settings tab Configure the option Account is Taxable to be False by ...

    • 2020-03 March Update

      Below is a summary of the enhancements and bug fixes found in our latest update of VisualDLP Redesigned Account Overview Screen.  Shows open balances, running total and how payment were applied to invoices.  Also includes a printable version to email ...