Creating Manual Bills in Case of System Breakdown Quiz

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What should the clinic incharge do after the manual bill is prepared?

Hand it over directly to the customer without any further action

Send it to OAM for confirmation

Use the firm's stamp on the face of the sale bill (correct)

Save it for later processing

What should the CA do once the connectivity or server is reinstalled?

Hand over the manual invoices to the customer

Start generating online sales invoices immediately without entry

Ask the patient for payment without recording the invoices

Enter all manual invoices serial number wise for the day (correct)

What should OAM do after the CA books all manual sales invoices in CRM?

Approve the invoices without verification

Take confirmation for each transaction of sales invoice from CA (correct)

Ignore the manual invoices once they are entered in the system

Hand over the invoices to the clinic incharge

What action should be taken in respect to un-billed products?

Patients should not be allowed to handle un-billed products except free samples Signup and view all the answers

What should the CA do after informing the patient about the estimate amount for consultation?

Confirm the mode of payment like cash, credit/debit card, etc. Signup and view all the answers

When should the CA opt for the quick billing option in CRM?

For the purchase of direct medicine for unregistered patients Signup and view all the answers

What should the customer advisor (CA) do before finalizing the bill?

Check for patient discounts or promotional offers eligibility Signup and view all the answers

What is the protocol if a patient requests Home Delivery of medicines?

Share the QR code for payment and generate the invoice after payment Signup and view all the answers

What is the first step the CA should take for a cancelled bill?

Connect with OAM for cancellation Signup and view all the answers

After the OAM cancels a bill in CRM, what is the next step if a new bill is required?

Re-confirm with the OM/FM for approval Signup and view all the answers

What is the responsibility of the CA regarding the types of payments received?

Keep a certain amount of change in the clinic for payment flexibility Signup and view all the answers

What is the process for payment handling after receiving payment through a legitimate mode?

Keep Rs.1000 for change in the clinic and deposit the rest Signup and view all the answers

What should the CA do in case of a breakdown of the EDC machine?

Submit a written complaint to the OM/FM Signup and view all the answers

When should the CA deposit cash in the bank?

Every Friday by 11am Signup and view all the answers

What should the CA prepare in case of a system or network breakdown?

A manual invoice keeping the serial number in continuity Signup and view all the answers

Who is responsible for clearing pending bills at the end of the day?

The OAM Signup and view all the answers

What should be done with cancelled invoices?

They should be filed with approval from the OAM along with his due signature Signup and view all the answers

What is the CA responsible for during the opening and closing process?

Tallying and confirming sales for the previous day Signup and view all the answers