18 Questions
What should the clinic incharge do after the manual bill is prepared?
Use the firm's stamp on the face of the sale bill
What should the CA do once the connectivity or server is reinstalled?
Enter all manual invoices serial number wise for the day
What should OAM do after the CA books all manual sales invoices in CRM?
Take confirmation for each transaction of sales invoice from CA
What action should be taken in respect to un-billed products?
Patients should not be allowed to handle un-billed products except free samples
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.
When should the CA opt for the quick billing option in CRM?
For the purchase of direct medicine for unregistered patients
What should the customer advisor (CA) do before finalizing the bill?
Check for patient discounts or promotional offers eligibility
What is the protocol if a patient requests Home Delivery of medicines?
Share the QR code for payment and generate the invoice after payment
What is the first step the CA should take for a cancelled bill?
Connect with OAM for cancellation
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
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
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
What should the CA do in case of a breakdown of the EDC machine?
Submit a written complaint to the OM/FM
When should the CA deposit cash in the bank?
Every Friday by 11am
What should the CA prepare in case of a system or network breakdown?
A manual invoice keeping the serial number in continuity
Who is responsible for clearing pending bills at the end of the day?
The OAM
What should be done with cancelled invoices?
They should be filed with approval from the OAM along with his due signature
What is the CA responsible for during the opening and closing process?
Tallying and confirming sales for the previous day
Test your knowledge on the process of creating manual bills in case of system breakdown in a clinic, including using preprinted stationary, carbon copy, and stamps. Understand the steps involved in manually invoicing and entering invoices back into the system.
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