Selected Tag: Web Edition HME software

Express Retail – Receipt & Report

July 13th, 2010
Web Edition Express Retail Sales

Fast retail transactions only make sense if they’re accurate. Throughout this series of posts, we’ve selected an existing customer, identified the products to be purchased, automatically assessed sales tax, and split the customer’s payment methods.

Once the leftover amount is $0.00 (either due to handing change to the customer or splitting the entire payment among various transaction types), Web Edition HME software displays a Checkout button. The Checkout button will not display until Change Due equals $0.00.

Web Edition automatically opens a new browser tab displaying the retail receipt. Here’s an example of a standard receipt, although you can customize a receipt to your specifications.

Since the receipt displays in your Web browser as a PDF, you can print it anywhere you want, including a 3-inch receipt printer. If your customer ever needs another printed receipt, you can easily accommodate. The duplicate will clearly display “Reprint Receipt” to signify that it isn’t the original.

At the end of each retail shift or the close of your business day, you can easily generate a Daily Cash Sales report to balance each cash drawer at each location and reconcile your bank deposit. You can view a quick sample featuring a single transaction.

Retail is included with your Web Edition HME software so you can easily tap into that revenue stream. Contact me or watch our quick video to learn more about how our express retail flow can help your HME business.

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Express Retail – Checkout

July 7th, 2010
Web Edition Express Retail Sales

Let’s continue our discussion of fast retail transactions. Now that we know who our customer is and we’ve identified the products to be purchased, we can proceed to the checkout.

Using our intuitive Web Edition HME software, click Add Order at the bottom of the page to display the Checkout page. Determine whether the customer wishes to pay by cash, check or credit/debit card.

If you select Cash, type the tendered amount. Web Edition automatically calculates change to be returned to the customer.

If you accept personal checks, select Check. The page dynamically changes to allow you to type the check number. Credit and debit cards work the same way.

Has a customer ever asked to split a payment? "I only have $20 in cash. May I write a check for the remainder?"

Fortunately, you can mix and match any combination of payment methods in Web Edition. All transaction details conveniently print onto your retail receipt and tally correctly in your daily cash sales report.

That’s where we’ll pick up next time: printing your retail receipt and your daily cash sales report. Meanwhile, watch our quick video displaying the retail flow.

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Express Retail – The Customer

June 4th, 2010
Web Edition Express Retail Sales

The whole idea of retail screams, "Fast!" And since many HME providers have recently focused more on retail potential, let’s see how efficient your retail operation can be.

To examine the process, however, we actually need to slow it down, so we’ll use a series of posts and keep them in brief, digestible fashion.

Let’s begin with the most important part of the transaction: the customer.

Using our Web Edition HME software as an example, a customer named "Cash, Sale" defaults when you open the Cash Register page. Even if it’s a one-time customer, you still need to account for the revenue generated and the cash balance in the drawer.

Chances are great, however, that you will want to know who your retail customer is. That’s why you should be able to quickly select an existing customer (by name — even first name — or by telephone number) and add a new customer’s basic demographics.

With that precious data at your fingertips, you can:

  • always know who (and what demographic) is buying what products;
  • have a history of each customer’s purchases at your fingertips; and,
  • market to each of those segments (by Zip Code, product, product category, birthday, etc.) to promote additional retail sales.

Send them your newsletter, Email healthy tips, mail birthday cards with a limited time retail discount as your gift. Now, you’re building relationships with your customers.

We’ll continue with more on express retail sales next time.

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No More Uncollected Deductibles

January 20th, 2010

Deductible season. If you’re using the Medicare IVR to check a patient’s deductible level, or even if you’re using an online service, we can make your life easier.

How long does it take you to get the eligibility/deductible information you need? With Web Edition HME Software, you’ll get every detail on your screen within a few seconds!

Maybe you can already do that using another online method. Well, here are three areas where Web Edition’s built-in eligibility software leaves the others in the dust:

+ No telephone, no modem, no time lost in a maze of phone or online menus. You never need to leave your Web Edition HME software.

+ When you’re regularly checking deductible amounts, you don’t want to waste time re-keying all of the same required patient information into other software. We allow you to select a patient from your existing Web Edition customer file, click the Check Eligibility button, and the results display as an easy-to-read PDF in a new browser tab. You can save the PDF locally, print it locally, or …

+ Team your Web Edition HME software with our built-in Document Imaging and the eligibility/deductible results will automatically drop into the patient’s electronic file!

Online instant Medicare eligibility and deductible results are included with your Web Edition HME software at no additional charge. Contact me if you’d like to see how easy it is.

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Y-2-10

December 31st, 2009

Ten years ago today I was saying my goodbyes at a recording studio where I’d been a creative writer, audio/video producer and voiceover/on camera talent for more than seven years. I was about to embark on a new journey closer to home with an established national software developer.

Funny part is that I trusted this leap of faith at the height of all the Y2K madness. Of all the times to jump from a media-based career that began before I could drive, rational signs pointed away from starting a new career chapter in computers. Especially then.

As you know, Y2K came and went. (CAU was prepared for it by 1998.) We worked in Windows 98, faxed or mailed newsletters, and most of us had dial-up Internet connections. And here we are ten years later.

The opportunity to start over much closer to home allowed me to attend my daughter’s school activities, play more baseball and softball, and enjoy more quality time with family and friends.

I’ve grown professionally, too. More than I could’ve imagined.

Since Y2K, CAU launched a ton of benefits for our clients. Document Imaging, online Customer Resources, and daily software updates are just a few.

2009 may have rough for HME providers, but it did bring you the launch of the revolutionary Web Edition HME software. With all of its browser-based advantages, seamless updates, dynamic wiki-based documentation and personalized display, Web Edition significantly improves your work day, every day.

Remembering one year, as we’re apt to do at this time, recalls recent events. Reflecting over an entire decade allows us to bathe in ten years of memories.

We can measure where we’ve been as compared to where we are and, hopefully, appreciate each present moment as a new decade dawns. Happy New Year!

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