Branch Surgeries

Send one invoice for all related surgeries

If a practice has branch surgeries you can put them on your calendars as seperate surgeries, but send only one invoice for them all to the main practice.

How to identify branch surgeries

On the Practices grid, there is a column entitled 'Branch Of'. If the surgery is a branch surgery, this column should contain the name of the parent surgery, e.g. If a Practice named Hilltop has a branch surgery called Riverside, on the Practice grid on the row for Riverside, the column 'Branch Of' will contain the value Hilltop.

Sending Only One Invoice for all Branch Surgeries

By default a seperate invoice is created for each Practice. If you want to include all work for all branch surgeries on a single invoice to the main Practice;

  1. From the Tools menu, select Options.
  2. On the window that opens, click on the 'Invoicing' tab.
  3. Tick the checkbox 'Create only 1 invoice for a surgery and all its branches'.

Pension Forms and Branch Surgeries

Using branch surgeries does not affect the way pensions are calculated. One Form A is created for each practice and each branch surgery that work has been performed at - there is no grouping performed for branch surgeries when the pension forms are created.