Configuring Transactor Desktop for "Centre for Dentistry" CSV invoicing

To create CSV files for invoicing Centre for Dentistry, you will need to complete the steps in this document, as well as have access to the EDI Invoicer.


How to get the EDI Invoicer
    This utility is part of the Commercial Module add-on. Users of Transactor Desktop version 7.0803 onwards will find the add-ons available in the Add-Ons menu.

    You will need to have a licence to use the utilities in the add-on.

    (If you don't have the Add-Ons menu available, you should speak to our experts about upgrading to the latest version of Transactor Desktop
    )



PART 1 - CONFIGURING

You will only need to perform these setup steps once, although if you add new CfD dentists in the future you will need to add their Clinician Code and tag them. If you add new CfD practices you will need to add their Practice Code.


Step 1

If you have received a purchase order reference on orders from CfD you should always enter these in the "Your Ref" box when editing the job, and include a prefix of PO.

For example, if the PO reference is 101010 you should enter PO101010 in the My Ref box on that job.


Step 2


Enter the CfD practice codes
, by following these steps:  
  • In the Control Centre click 'Setup Wizard' (top left)
  • Click the 'Practices' category (on the left)
  • Locate your first CfD practice in the list, double click on them to allow editing of their details
  • Enter the practice's CfD practice code into the 'Group reference' box, then click OK
  • Repeat for each of your CfD practices

Step 3

Enter the dentist's CfD clinician code and CfD tag, by following these steps:

First we just have to check that the CfD tag is an available customer tag in Transactor Desktop:

  • In the Control Centre click 'Advanced' (top left)
  • Click 'Tags' (on the vertical menu on the left), Click on "Customer" in the Type box and look at the list of tags in the box to the right of it:  If you do not have an "CfD" or "Centre for Dentistry" tag available, you can add it by clicking on the green plus icon. Add a tag with the name "CfD" or "Centre for Dentistry".
Now we can edit the dentists, by following these steps:
  • In the Control Centre click 'Setup Wizard' (top left)
  • Click the 'Dentists' or 'Surgeons' category (on the vertical menu on the left).

The top box lists all your practices, by clicking on a practice you will then see all the dentists that work out of that practice listed in the lower box.
Find your first CfD practice and click on it. The dentists at that practice are then listed in the box below.
  • Locate each of your CfD dentists in turn, you can double click on them to allow editing of their details
  • Enter the dentists's CfD clinician code number into the 'Group reference' box
  • Click the green 'Select Tag' ( + Icon ) and select the "CfD" or "Centre for Dentistry" tag that you created at the beginning of this step
  • Click OK to save the dentist's details and repeat for any other dentists in the practice
You should not skip the above step to add the CfD tag to your dentists. Doing so will result in those missed dentists not appearing in your CfD run at the end of the month, and hence no invoice will be created.


PART 2 - PRODUCING MONTHLY INVOICES

Every month (or other period that you decide) you will need to use the EDI Invoicer from the Add-Ons menu. Note that this is part of the Commercial Module add-on.

Within the EDI Invoicer, select "Centre for Dentistry" as the Style, and choose your CfD tag in the Customer Tag drop-down list.

CSV Invoices:

Using the EDI Invoicer module


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