Generate Documents

Explanation

E-Care generates all sales documents based on the existing settlement entries. It's a complex computing process which determines whether to create an invoice or a credit memo, that splits the services on separate documents based on the period, the VCR No., and the context.

Automatic Creation of Documents

Once the settlements created and checked, you're ready for the next step.

To run the Generate Invoices, navigate to the Beneficiary List and under the menu Actions select either Generate Invoice for this Beneficiary to create documents only for the beneficiary you selected or Generate Invoices to run it for all beneficiaries in your institution.

On the Generate Invoice Request Page, various parameters allows you to adjust the way in which documents will be generated:

Request Page

Periods

Document Date : adjust the document date for the upcoming documents

Separate Invoice by VCR No : For Beneficiary only, each VCR (services) creates a new invoice. For PA or insurance, this is standard

Separate Invoice by Period : For Beneficiary only, each period creates a new invoice. For PA or insurance, this is standard

Filters

Beneficiary Code : if you want to generate only for ONE beneficiary

Beneficiary Filter : if you want to generate for a specific range of beneficiaries

Institution Code : if you want to generate only for ONE institution

Institution Filter : if you want to generate for a specific range of institutions

Then, on the top of the page, on the ribbon menu, select Generate

See Generated Invoices | Credit Memos

Navigate to the Sales Invoices or Sales Credit Memos and check the result before posting. You can still delete all documents here and restart the process.