[RetainerDesigner]

Thank you so much for the info, Im excited to get started with the new program.

Originally Posted by labdude

Like changing from what your used to, to something new, winvoice is the same pain. That being said, I like the idea, so far, of things being accessable from any computer anywhere.
Slowness is in the form of working on line. Only a matter of some seconds per day.

It worked pretty good with my 3MB broadband. Whats great is that when the computer is running slow the program doesnt have as big an impact. BTW, hows your new computer doing, enjoying vista?

Entering cases when they come in is more time than I want to spend. I am set up such that I can locate a given case quicker without that part of the program. I always ask for a due date from the office if they call about a case. With that, I know right where to look.
Don't spend time fiddleing where you don't need to. A lot of programs have nice features of this sort, ask yourself if you want to spend the time doing some of these things.

Im hoping my wife will do these thing for me THe scheduling is what sold her on Winvoice. Im a terrible procrastinator and she been trying to put me on a schedule for a long time. I m currently converting an old computer as a strictly case "check in" computer

I invoice each patient.
I use the invoice set up that has the original invoice on the left of the page, and a copy on the right. We use a paper cutter to separte the 2.

Do you use a laser printer? that a lot of printing. (and Freaking ink!)

Also, this method prints out Dr, info and patient info on the bottom of the left side. This piece can be cut as well and used for packaging of the appliance. It shows Drs. name and patient name. We seal this in the bottom of a 2 mil. bag, leaving plenty of space to add the appliance on top. Bags we use are 4x6 2 mil.

THis is awesome, I am already et up for this! I too, currently use 4mil. 4x5 bags. I put the appliance in with some Listerine, heat seal it, and then put a label on it with the Dr's mane and pt. name. I use Uline.com for my baggies and boxes. THats great that i will not have to print up labels any more I can kill two birds with one stone and use the invoice. BTW, I was afraif to use 2mil bags, I thought some of the wires (Occl. Rests) would poke through and the listerine leak out., do you have this problem? if, not I can save a few bucks next time I order.

At the end of each month, we send out a statement. Goes like this....We work for this month, then bill at the end of the month, We allow till the end of following month for payment. We have a small note that says " Please remit by the 20th, thank you".

That is how we are currently set up, my wife converted me when she came to work for me, from sending statement 2 times a month. She did it because it helps her budget better. The remit note is good, i think we will add that.

We do not take credit card payments, we are not interested in giving away a percentage of our work just to have our money right now ( which is still when they decide to pay).

We currently dont take credit cards either, just because we're not set up for it. It is good to know it will be easy with Winvoice if I need to in the future. But Im like you, I dont like that credit card percentage taken off the top.
After a short time, your cash flow will settle in. If you don't use this method, that is. Can be tough at first. I started it this way a lond time ago. Maybe old fashion, but it still works for us.

If you ask the guys at Winvoice, they will set you up with the same item, invoiceing, and statements that I use, then you can modify as you wish.

Thanks, I will do that. They seemed to know you pretty well when I mention you referred me to them.

When our work comes in, it goes on a cafeteria tray, large one. Work models are marked with pt. name and placed on top of pres. slip with name and due date visible.
These trays go on a rack designed to hold 8 trays.
Easy rack to make, only needs side rails to hold tray. Whole thing is about 3.5 feet tall and bolts to the wall. Height depends on how much space you want between trays so you can easily check for names etc.
Top tray is what goes out Monday, 5th tray is what goes out Friday. Bottom tray holds work that can't be placed as it is not due yet this week.
I work off these trays. I prep each model as needed and use an ink pencil to mark colors, picture #, and appliance design # on model.
Invoices then go into office for billing, work models are only thing on work tray.

Interesting...cafeteria treys eh? I think Im going to have to see a pic of your rack. I'll show you a picture of mine.
Picasa Web Albums - Cade - Pressure Pot
The clear dividers are for separating days, so everything bewteen two dividers is due that day. The ones due next week are stacked on the end, and unstacked as the week progresses.

Invoices for each case are laid out on shipping bench and name portion is then sealed in a bag and placed on top of invoice for that appliance.
Makes for easy packing when all is finished.
Mike.

Great Idea. Thats a time saver.

Thanks again for all your help
Cade