More in Tests, groups & doctors
Where to find it
MenuMasters › Agents
Patients also come through collection agents, chemists or camp organisers. E-Lab keeps them in a separate list called Agents. Each bill can carry both a referring doctor and an agent.
Switch the Agents menu on
- Open Settings
Click Help › Settings. - Tick Manage Agents
Tick Manage Agents and click Apply. - Log in again
Close the company and log in again. Agents now shows under Masters.
On this screen
- Agent Name shows in Agent Name on Patient Entry
- City where the agent works
- Email ID for your records
- Contact No. the agent's mobile
- settingrate the rupee share for each test
- List pick a saved agent to change
- Search finds a test in the grid
- Update saves changes to the loaded agent
| Agent Name | Shows in Agent Name on Patient Entry. |
| Contact No. | The agent's mobile. |
| City | Where the agent works. |
| Email ID | For your records. |
| Profit Share (Rs.) | A fixed rupee share for each test. The Agent Commission Report uses it with Test Setting Based. |
| Save, List, Delete | As on the Doctor screen. After saving you see Transaction Saved. |
Use the agent on a bill
In Patient Entry, open the Patient Information panel and pick the agent in Agent Name. The first entry in that list is blank, for bills with no agent. At month end, open Reports › Agent Commission Report, tick the agents and choose Percentage Based or Test Setting Based.
CautionIn this version, deleting an agent may not be blocked even if bills use that agent. Do not delete an agent who has bills. Leave the name in the list.
Questions people ask
I ticked Manage Agents but there is no Agents menu.
Log in again. Menus are set at login.
Can one person be both a doctor and an agent?
Keep them as two entries, one in Doctor and one in Agents, and pick whichever fits the bill.
Does the agent's share reduce the patient's bill?
No. It is your payment to the agent. The patient's bill does not change.