dan
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Posts: 28
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Post by dan on Mar 18, 2014 17:23:38 GMT -6
Patient purchases and pays for an item that is discounted. The return function does not take into account the discount when creating the RETURN invoice, causing much confusion when we try to ZERO out the original invoice and the RETURNED item invoice. There must be a easier way to handle the accounting of these two invoices. Original Invoice: $100 <50> = Patient pays $50 with a balance of $0 Return Invoice = Patient credit of $100.00 Overall Patient Balance = -$100.00. (Patient is to be returned $100, when the only paid $50???) Neither invoice is cleared, and shows balances.... the balances show in the AR/credit reports? The problem is half the staff handles this situation one way, the other half ? The software should completely handle the RETURN and remove all staff inconsistency. Suggestions?
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Post by hec on Mar 18, 2014 18:10:39 GMT -6
I don't know if crystal has an easier way but what I do in my office is that we have to void the discount and then the credit amount reflected should be correct (in your case -$50.00) then we go to "make payments" and click on the "other form of payment" tab and in the amount type in -$50.00 and chose the type of payment as refund (which we set up in the default section)
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Post by gracecrystalpm on Mar 19, 2014 8:49:46 GMT -6
Another way is to also discount the returned item then you will have to manually adjustment the amount on each invoice to reflect $0 on each invoice.
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dan
New Member
Posts: 28
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Post by dan on Mar 19, 2014 12:50:05 GMT -6
I agree... the return invoice should show returned discounts.
When returning a discounted item, Crystal miscalculates the Return balance. When you press the "RETURN" button, Crystal should correctly return all discounts that are tagged/associated with the returned item onto the new return invoice. It seems illogical to manually "add a discount" to a return.
When you return that discounted cheese to the store, they do not need to ADD an additional discount to your invoice when you return the cheese.
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Post by peter@crystalpm on Apr 8, 2014 17:54:20 GMT -6
I agree... the return invoice should show returned discounts.
When returning a discounted item, Crystal miscalculates the Return balance. When you press the "RETURN" button, Crystal should correctly return all discounts that are tagged/associated with the returned item onto the new return invoice. It seems illogical to manually "add a discount" to a return.
When you return that discounted cheese to the store, they do not need to ADD an additional discount to your invoice when you return the cheese.
This should be corrected in the 4.0 versions of crystal. If a discount is attached to a line item and the item is removed, returned, voided, etc. it will automatically adjust the discount that is attached to it.
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dan
New Member
Posts: 28
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Post by dan on Apr 23, 2014 15:02:54 GMT -6
I agree... the return invoice should show returned discounts.
When returning a discounted item, Crystal miscalculates the Return balance. When you press the "RETURN" button, Crystal should correctly return all discounts that are tagged/associated with the returned item onto the new return invoice. It seems illogical to manually "add a discount" to a return.
When you return that discounted cheese to the store, they do not need to ADD an additional discount to your invoice when you return the cheese.
This should be corrected in the 4.0 versions of crystal. If a discount is attached to a line item and the item is removed, returned, voided, etc. it will automatically adjust the discount that is attached to it. This function does not work correctly in version 4.0 - Tax is not being adjusted correctly on the Return invoice. The return invoice is missing the discount on the tax. If the patient pays $50 they should get a return of $50.
- Finally, if you press the following keys after using this function (PRODUCT RETURN), Crystal will delete the Discount line on the RETURN invoice. PRESS: EDIT (invoice)> Patient transfer> Close. And the result is a balance that is incorrect. With these keystrokes, if a patient pays $50 on discounted $100 item; they get back $100. ?? Lucky guys make out $50.
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rma
New Member
Posts: 2
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Post by rma on Apr 24, 2014 16:04:01 GMT -6
I agree... the return invoice should show returned discounts.
When returning a discounted item, Crystal miscalculates the Return balance. When you press the "RETURN" button, Crystal should correctly return all discounts that are tagged/associated with the returned item onto the new return invoice. It seems illogical to manually "add a discount" to a return.
When you return that discounted cheese to the store, they do not need to ADD an additional discount to your invoice when you return the cheese.
This should be corrected in the 4.0 versions of crystal. If a discount is attached to a line item and the item is removed, returned, voided, etc. it will automatically adjust the discount that is attached to it. Just doing this first time today and we are 4.0.18 version and it's not working. We refunded $21 test that patient had $2 discount on and it's saying we owe them $21. :-(
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dan
New Member
Posts: 28
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Post by dan on May 24, 2014 12:50:15 GMT -6
I am using CPM Version 4.0.22.
UPDATE: Product Return Button used on items that are discounted and charged tax, still not working correctly.
The return invoice is missing the "Tax Discount".
Basically, the original invoice and the return invoice do not match. The difference between the two invoices is the TAX Discount. Unfortunately, still needs work.
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Post by KizerOpt on Jun 4, 2014 14:32:15 GMT -6
Here's a twist to the thread.... Patient purchased 2 pair of glasses, second pair discounted 30%. Lines selected for the discount were the last four on the invoice - frame, lens, transitions, AR. Patient changed his mind about AR on the FIRST pair of glasses. Invoice edited, line selected from FIRST pair, voided off. Surprise! The discount for the AR on the SECOND pair was changed automatically, and only way to fix it is to manually edit and tweak the number. Apparently the discount only recognized the cpt code, not the line it's on. Please fix...
Thanks, Karen
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Post by caitlin on Jul 25, 2014 11:06:46 GMT -6
We're still struggling with this issue every time a patient returns a discounted item. We bang our head against the wall a few times, make a bunch of billing adjustments until it's zero balance. There must be a better way!
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