Exercise 1—Check in a patient.
It is 8:00 a.m, and Stephanie Abbott shows up for her appointment.
To check in Ms Abbott:
When Ms Abbott arrives, right-click her appointment and click Check in from the shortcut menu.
If you see warning messages concerning HIPAA or referrals, click OK for each message. The Incomplete Clipboard window is displayed.
Click Yes.
Enter the data that is missing on Page 1, Page 2, and the Insurance page:
Click OK.
Click Yes when asked if the clipboard is complete.
To seat Ms Abbott, right-click her appointment, and click Seat. The appointment changes from green to blue (in chair).
Exercise2—Check out a patient.
Ms Abbott needs to be checked out. In addition to the scheduled examination, the doctor performed a periapical x-ray of tooth #30. You need to add this procedure to the check out ledger, collect the money she owes, and print a walk-out statement.
To perform these activities:
Right-click Ms Abbott’s appointment, and select Check out. The Check Out Ledger is displayed.
To add the periapical x-ray of tooth #30:
Press Tab to accept the default producer.
Enter 0220 30 in the Description column and press Tab.
To indicate that Ms Abbott is paying the balance due, $75, in cash, type Cash $75 in the Description column, and press Tab.
Click OK. If warning messages are displayed, click Yes. The Print and Submit Options window is displayed.
Accept the default choices, and click OK. The Insurance Information Submittal form is displayed.
Review the form, and click OK to print the form. The Family Recall Reminder window is displayed.
Click Close.
At the prompt, select New patient Adult.
On the Print Document window, click Print now. The appointment book is displayed again.
Estimating Insurance During Check Out
Taking a Payment During Check Out
Printing the Ledger for One Patient on an Account