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Results for “open” — 20 results

ARTICLE

Opening a case from the queue or patient profile

Get a patient checked in and start recording their medical encounter.

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Receptionist / Front Desk: quick reference cheat sheet

Fast lookup of the most common tasks, greeting scripts, and troubleshooting.

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Cashier: quick reference cheat sheet

One-page lookup: menu paths, keyboard shortcuts, and what to do in common situations.

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Reading and interpreting the Open Invoices report

Understand what the report shows and how it helps with cash flow and credit management.

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Troubleshooting payroll runs

Find and fix common issues when running payroll or reviewing payroll records.

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A vendor balance looks wrong

Diagnose and fix an inaccurate vendor account balance in Usystems.

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FAQ: Working with Cases

Answers to common questions about creating, editing, and managing medical cases.

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Storekeeper: quick reference cheat sheet

One-page lookup: menu paths, barcode workflow, and daily checklist.

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Receptionist / Front Desk: daily workflow

Manage patient check-ins, queues, and clinic flow from opening to closing.

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Migrating from another system: the full checklist

Step-by-step verification list to ensure a clean, complete data migration to Usystems.

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Accountant: daily workflow

The routine tasks you perform each day, and the month-end close checklist.

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FAQ: Open Invoices Report

Common questions about understanding and using the Open Invoices report.

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Running the Open Invoices report

Find all unpaid or partially paid invoices to track outstanding customer debt.

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An advance isn't available for allocation

Diagnose why a customer or vendor advance cannot be used to pay invoices or bills.

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Purchasing Officer: quick reference cheat sheet

Fast lookup of the most common tasks, keyboard tips, and troubleshooting.

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A customer balance looks wrong

Diagnose and fix an inaccurate customer account balance in Usystems.

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Purchasing Officer: daily workflow

Complete a typical day of placing orders, receiving goods, and verifying vendor invoices.

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Printing doesn't work

Resolve issues with printing invoices, receipts, and other documents from Usystems.

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Products missing from the POS grid

Diagnose why products don't appear in the point-of-sale product list and how to fix it.

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Salesperson: quick reference cheat sheet

Fast lookup of the most common tasks, keyboard tips, and troubleshooting.