This project will simplify the invoicing of customers for boarding services.
automatically charge pets based on the number of nights that a pet has boarded for at Check-Out
allow multiple pets to be housed in a single kennel/cage, charged at different rates e.g.:
Luxury Suite Charge - $65/day
Luxury Suite 2nd Pet - $30/day
support day and overnight boarding rates
support a late-checkout charge
prompt to check-out all patients belonging to a customer
ensure that only a single Visit is created for pets staying for an extended period
To support boarding invoicing, appointment schedules may have an optional Cage Type. This contains:
Name - the name of the Cage Type
First Pet Product - Day - the product that is charged for day boarding
Second Pet Product - Day - the product that is charged for day boarding for other pets belonging to the same customer in the same cage (i.e. the first pet is charged using the First Pet Product - Day). Optional
First Pet Product - Overnight - the product that is charged per night for one pet.
Second Pet Product - Overnight the product that is charged per night for other pets belonging to the same customer in the same cage (i.e. the first pet is charged using the First Pet Product - Overnight). Optional.
Late Checkout Time - the time after which a fee is charged for late checkout. Optional.
Late Checkout Product - the product that is charged for late checkout. Optional.
The products may be templates with weight rules, in order to support weight-based charging.
E.g. a Cage Type might look like:
Name: Small Cat Cage
First Pet Product - Day: Cat Boarding - Day Rate
Second Pet Product - Day: Cat Boarding - 2nd Pet Day Rate
First Pet Product - Overnight: Cat Boarding - O/N Rate
Second Pet Product - Overnight: Cat Boarding - 2nd Pet O/N Rate
Late Checkout Time: 5:30pm
Late Checkout Product: Boarding - Late Checkout
On check-in, a new Visit will always be created for the pet. Any existing Visit will be marked Completed. This is necessary to ensure that pets can be charged based on the length of their Visit.
Check-Out will be extended to:
prompt to check out any other patients the customer has appointments for, that are due for check out on the same day
automatically invoice boarding charges for each patient, as per the rules below
automatically invoice boarding charges if Check-Out is performed from a Work-List Task.
A link will be required between the patient visit and the boarding appointment to support this.
All charges based on the time of check-in, and time of check-out. The appointment times are not used charging purposes.
Single pets are charged the First Pet Product - Day, if they check-in and out on the same day.
If they stay multiple days, they are charged First Pet Product - Overnight, with the quantity determined set to the number of days beween the current date and the pet's visit date. Any time is ignored.
If a customer has multiple pets in the same cage, and the pets are entering and leaving on the same days:
The heaviest pet is charged as per the Single Pet rule above. The heaviest pet is selected to ensure that weight based templates are applied uniformly.
For single day stay, subsequent pets in the cage are charged Second Pet Product - Day, if present. If none is defined, they will be charged First Pet Product - Day.
For multiple day stay, subsequent pets in the cage are charged Second Pet Product - Overnight, if present. If none is defined, they will be charged First Pet Product - Overnight.
If a customer has multiple pets in the same cage, but the pets are entering and leaving on the different days, the Single Pet rule above applies to each pet.
Multiple pets in different cages are each charged using the Single Pet rule above.
If a Cage Type specifies a Late Checkout Time and Late Checkout Product, and the time at checkout is greater, then the Late Checkout Product will be charged, with quantity 1.
the late checkout charge does not apply if the pet overstays, but leaves before the Late Checkout Time. It will be charged for the additional day(s) using the rules above.
if a customer does a late checkout and has multiple pets, the Late Checkout Product for each Cage Type may be charged to the invoice.
This project does not support:
hourly based boarding charges
different rates for extended stays
surcharges if a patient stays a day or more beyond their scheduled departure date. Patients will be charged the relevant product for each additional day.
surcharges if a patient leaves before their scheduled departure date. Patients will only be charged for the days stayed
multi-pet rates if a customer's pet stay in the same cage, but check-in/check-out on different days.
limits of pets per cage. The Allow Double Booking Flag on the Schedule will be used to indicate that a cage supports multiple pets, but not the maximum number.