Automatic ID Generation for Patients and Invoices

Auto ID Generation:

You can automatically generate identification numbers for new patients and new bills that are added to your Practo Ray account. This function is enabled by default when you create your account.

In order to view this function, click on the Settings icon on the top-right corner. You will see a drop down menu, click on ‘Settings’ here.settings option

 

Once you have reached the ‘Settings’ menu, click on ‘Automatic ID Generation’ which is one among the options located on the left side of your screen.

Automatic ID generation

You will be directed to a new page that gives you the option to generate 3 kinds of ID’s- Patient ID’s, Invoice ID’s and Receipt ID’s.

Automatic ID Generation1

 

  • Patient ID: To activate automatic Patient ID generation, click on the tab ‘Patient ID Generation’ and select the ‘Activate Automatic Patient Number Generation’ button. This will prompt you to select an initial value that will then be incremented for every subsequent patient there on. You also have the option to assign a constant prefix that will automatically be part of every bill number. Choosing a prefix helps you to maintain a level of uniformity for all your records. A prefix once chosen, will remain the same for all patients and only the numeric value will be automatically incremented for every new patient.

Patient ID Generation

  • Invoice ID: To activate automatic Invoice ID generation, click on the tab ‘Invoice ID Generation’. This will prompt you to select an initial value that will be then incremented with every new patient. You can choose a prefix that will remain the same for every bill and the subsequent bill number will be automatically incremented for every new bill.In case you do not want invoice ID’s generated for your patients, you can uncheck the option ‘Do not generate bill number for me’.

Invoice ID Generation

  • Receipt ID: To activate automatic Receipt ID generation, click on the tab ‘Receipt ID Generation’. This will prompt you to select an initial value that will be then incremented with every new patient. You can choose a prefix that will remain the same for every receipt and the subsequent receipt number will be automatically incremented for every new receipt. In case you do not want receipt ID’s generated for your patients, you can uncheck the option ‘Do not generate receipt number for me’.

Receipt ID Generation

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