Automatically Posting Appointment Procedures

To post appointment procedures automatically:

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.
To make changes to the procedures on the appointment card, click Edit, make the changes, and click OK.
To auto-post all procedures on the appointment card, click Post.

If an insurance copayment is expected:If an insurance copayment is expected:The transaction code associated with a check payment is displayed in the Transactions - Check Payment On window.

A dialog box is displayed. Select one of the following options:

Submit Insurance:Submit Insurance:Select and click OK to display the Transaction Submission window. Specify a date range for claims to be submitted. If the patient does not have insurance, this checkbox is disabled. For more information, see Submitting Dental And Medical Claims.
Schedule Appointment:Schedule Appointment:Select and click OK to display the Daily Appointments window. Schedule a follow-up patient appointment. For more information, see Scheduling Follow-Up Appointments.
Print Walkout Statement:Print Walkout Statement:Select and click OK to display the Output Options window. Select the option from which to print the statement.
Reconcile Treatment Plan Items:Reconcile Treatment Plan Items:This option is enabled only when the patient has a treatment plan. Select and click OK to reconcile the posted transaction with transactions that are included in the treatment plan. You can delete and add treatment plan procedures.

After you have completed all processing, the InOffice window is displayed.