Configuring System Printing Preferences
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General System Settings

Configuring System Printing Preferences

The System Printing Preferences window enables you to set preferences for the type of information printed on routing slips, walkout statements, deposit slips, and so on.

To configure system printing preferences:

  1. Select System > Change System Settings > General System. The General System Settings window is displayed.

  2. Click Printer Preferences. The System Printing Preferences window is displayed.

  3. In the Routing Slip Preferences section, select from the following options:

  4. Use provider preferred routing slips:Use provider preferred routing slips:Select this option to use a provider’s customized routing slip. See Running the Modify Routing Slip Codes Utility for more information.

  5. Include Exam History:Include Exam History:Select this option to print a patient's exam history on the routing slip.

  6. Include Treatment Plan:Include Treatment Plan:Select this option to print treatment plan codes on the routing slip if the patient has treatment plan procedures.

  7. Include Patient Referrals and Acct Aging:Include Patient Referrals and Acct Aging:Select this option to include sections with referral and account information on the routing slip.

  1. In the Walkout Statement Preferences section, select from the following options:

  2. Print Patient Portion for Next Appointment on Walkout:Print Patient Portion for Next Appointment on Walkout:Select this option to print the estimated amount the patient will pay at the next appointment on the walkout statement.

  3. Post PATIENT WALKOUT GIVEN code to patient's ledger:Post PATIENT WALKOUT GIVEN code to patient's ledger:Select this option to post code 103000.90—Patient Walkout Given—to the patient's ledger.

  4. Post ACCOUNT WALKOUT GIVEN code to account's ledger:Post ACCOUNT WALKOUT GIVEN code to account's ledger:Select this option to post code 103000.91—Account Walkout Given—to the account's ledger.

  5. Print walkout given codes on account billing statement:Print walkout given codes on account billing statement:Select this option to print the walkout given codes on account billing statements.

  1. In the Address Preferences section, click the drop-down arrow next to each type of correspondence and select the address type that should be used.

  2. In the ADA Description Preference section, click the drop-down arrow and select the ADA description type to use in correspondence.

  3. The office description is printed on insurance forms, statements, and reports and is displayed when you schedule appointments and post transactions. The alternate description is printed on walkouts, statements, and treatment plans. See Adding ADA, CPT, and Transaction Codes for more information.

  1. In the Archive Preference section, select Archive Printed Letters to keep copies of the letters you print.

  2. In the Default Path for Excel Files field, type the file path where Excel files should be stored.

  3. In the Deposit Slip Preferences section, select how the check and credit card information is displayed on the deposit slip.

  4. Click OK.

 

Related Topics

General System Settings

Configuring System Phone Preferences