Tracking Patients in the Office > Handling InOffice Transactions
Automatically Posting Appointment Procedures
To post appointment procedures automatically:
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In the InOffice window, select the patient appointment and click Check-Out at the top of the window. The patient’s appointment information and the scheduled procedures are displayed in the Appointment Card window.
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To make changes to the procedures on the appointment card, click Edit, make the changes, and click OK.
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To auto-post all procedures on the appointment card, click Post.
If no patient copayment is expected:The Transactions window is displayed.
If an insurance copayment is expected:The transaction code associated with a check payment is displayed in the Transactions - Check Payment On window.
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Click Close.
If Do not process is selected from the Insurance/Walkout/Appointment questions after transaction screen drop-down list in the General System Settings window:The InOffice window is displayed.
If Automatically process is selected from the Insurance/Walkout/Appointment questions after transaction screen drop-down list in the General System Settings window:The Transactions Submission window is displayed. The current day is displayed in the Start Date and End Date fields. Click OK. The insurance claim information for the posted procedures is displayed in the Claim window. Review the claim information and click OK. The patient Appointments window is displayed.
If Ask to process is selected from the Insurance/Walkout/Appointment questions after transaction screen drop-down list in the General System Settings window:
After you have completed all processing, the InOffice window is displayed.