Pricelists

In Panacea 7 a Pricelist is a table of monetary values that are linked to Codes  (either BHF codes or NAPPI codes).  These monetary values are used when capturing an invoice  to provide a default value for the amount charged.

In general Pricelists are created automatically using Online updates , but you can create your own customized Pricelists to suite your own needs.  The Add Practice Wizard  also gives you the option to add a number of predefined Pricelists automatically.

Panacea divides Pricelists into Date periods which allows you to change prices from time-to-time without any hassle.  For example, if you increase your prices on 1 January you can still capture invoices from December at the old prices.  When capturing an invoice Panacea will choose the appropriate Date period based on the invoice date .

For details on how Panacea chooses which Pricelist to use when capturing an invoice click here .

Below is an example of a typical Pricelist:

Description
Enter the name of the Pricelist here.

Code Type
Pricelists can apply to Tariffs codes & Standalone Modifiers or NAPPI codes.

Automated Updates tab

This tab allows you to configure the Pricelist to be linked to one of Panacea's automated pricelists.  For example, if you want your Pricelist to be the NHRPL plus 5% you can set the Name to NHRPL and the Multiply By field to 1.05.

Name
Use this ComboBox  to select the automated pricelist on which to base your pricelist.  You can also select Do not uodate automatically if you do not want Panacea to update it automatically.

Use VAT INCLUSIVE values and Use VAT EXCLUSIVE values
Click one of these radio buttons  to specify which values to use for automated updates.

Multiply By
When performing an automated update Panacea will multiply each code's value by the amount in this field.

• Setting the Multiply By value to 1 will have no effect.
• Setting the Multiply By value to less than one will decrease the value.
• Setting the Multiply By value to more than one will increase the value.

If you want to work with a particular percentage you need to divide the percentage by 100 and then add one.  For example, if you want your Pricelist to be the NHRPL plus 5% you need to set the MultiplyBy field to 1.05 (5% divided by 100 is 0.05, then add 1 equals 1.05).

Rounding
This field allows you to round the values once they have been calculated.  Select from one of the options:

• To the nearest cent - effectively no rounding is performed
• To the nearest 10 cents
• To the nearest rand
• R10 and below: nearest cent, >R10: nearest 10 cents - this performs different rounding depending on the value being rounded.

Run automated price update
If you have configured the fields on the Automated updates tab then the Run automated price update button will be displayed (after saving the Pricelist).  Click here  for more information.

Date periods tab

Date periods are displayed in a grid, as follows:

Description column
The description of the Date Period.

Applies from and Applies until columns
These indicate the start and end date of the period.  Panacea uses these to choose which Date period to use when capturing an invoice .  The invoice date  must fall between the Applies from and Applies until dates for a Date period to be applicable.

Reference column
This is a unique code which identifies the Date period and is used for automated updates.

The following buttons are available on the Date periods tab: