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Sheets: Grids

Grids are Sheet Elements that can be added to Statements, Treatment Plans, and printed Payment Plans. They are a fixed group of information organized into columns and rows. 

  1. On the Edit Sheet Def window, click Grid.
  2. Select the grid type using the dropdown. The grid options vary depending on the sheet type.



  1. Click OK.



  1. (optional) Enter the X and Y position of the upper left corner of the grid in relation to the x and y axis. X = horizontal, Y = vertical.
    Note: You can also click and drag the grid on the sheet itself to reposition it.
  2. Click OK.

Statement Grids
There are five statement grid types.

StatementAging

StatementEnclosed

StatementMain: The columns can be modified in Display Fields, StatementMainGrid (column names, order, and size).

StatementPayPlan

StatementInvoicePayment: The grid will populate with payments attached to procedures on the invoice as well as unattached payments that were made on the same day.

Treatment Plan Grids
There are three treatment plan grid types.

TreatPlanMain: At least one TreatPlanMain must exist in each treatment plan sheet. The columns can be modified in Display Fields, TreatPlanModule (column names, order, and width).

TreatPlanBenefitsFamily

TreatPlanBenefitsIndividual

Payment Plan Grid
There is one payment plan grid.

PayPlanGrid

 

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