Checking Patients Out

Posting Procedures and Payments

To post the procedures and payments resulting from a patient appointment:

1. In the Procedures section, type the procedure codes for the appointment, or click Enter Code or Click Here for List to display the Procedures window, where you can select procedures to post.

2. Enter a ledger comment and press Tab or Enter to move to the procedure Amount fields. Change the amounts, if necessary. You can split amounts between patient and insurance, provided a carrier has been assigned to the patient, by typing the amount or percentage (% or /).

3. In the Payments field, select a payment type from the list, type a payment reference number, and type the payment amount. Type the patient portion and the insurance company portion, if applicable.

4. Click the Post Transactions button or press Enter when the Post Transactions button is selected.

5. Click Exit or the Close button.

• To remove an incorrect charge, select the procedure and press Delete.

Procedure Code Prompts

Depending on how you have configured the software, you can receive one of the following prompts when you post certain procedures:

• Status Change—If the procedure is set to prompt for a status change, the Select Status window is displayed.  Click on the new status and click OK. To keep the existing status, click Cancel. If the procedure has only one associated status, the change occurs automatically.

• Auto-Post Letters—If the procedure is set to automatically post letters, a Letter icon is displayed next to the procedure in the Financial Functions—Charges and Payments window. To view the letters that will be posted, click the Letter icon. The Procedure Letter Assignments window is displayed.
   
  To prevent a letter from being posted automatically:
  
  1  Click the letter name to display a drop-down arrow.
  
  2  Click the drop-down arrow and select <None>.
  
  3  Click OK.

• Tooth/Surface—If a procedure is set to prompt for a tooth or surface, the Tooth/Surface window is displayed. Type the appropriate tooth numbers or surface information in the fields.

• Create Visit Charge Contract—A procedure code can create a visit charge contract and post the first charge automatically. When posted, the first charge is applied, and no ledger entry is written for the visit charge contract. The patient’s total and current balance increases by the visit charge amount.

Related Topics

Checking Patients Out

Scheduling the Next Appointment or Recall

Checking Families Out

Skill Sharpeners