Handling Transactions and Codes > Posting Patient Procedures

Using the Patient Transactions Window

In the Treatment Plan window, the patient Transactions window is displayed when you add or edit:

• Patient transactions

• Treatment plan procedures

• The information is transaction-specific.

The office and patient identification numbers are displayed in the the following fields:

• Office

• Pat/Acct ID:

• These fields cannot be edited from this window.

The following information is displayed in the Charges/Aging section:

• Charge

• Date of service

Taxable is only enabled if a non-prorated tax method and a tax rate is selected in the General System Settings window. The patient fee schedule amount is displayed in the Fee field.

If a patient is covered by DMO/Capitation plans:This field defaults to the bluebook cap fee.

If there is no bluebook entry:The fee defaults to the fee schedule 0 amount.

The real time units are displayed in the RTU’s field. The current date is displayed in the DOS field.

The Aged field is only displayed when a procedure or charge code is selected.

If a non-insurable transaction is selected or the account uses ICM0, the default value for this field is the current date and the transaction starts aging immediately.

If you leave this field blank:The transaction remains current until you select a date.

If you select a future date for this field:The transaction remains current until the selected date and then starts aging.

When an insurable transaction is selected, the default aged date is dictated by the ICM for the account.

If the account ICM is 1:This field is blank because all charges are kept current until an insurance payment is received and posted against the claim.

If the account ICM is 2:This field is blank to keep the deferred insurance portion of the charge from aging.

The following boxes are checked if the corresponding options are selected in the ADA Transaction Codes window:

• Follow-up Call

  Select this option if the patient requires a call at the end of the day following the procedure. This is selected automatically if Call Back Needed is selected in the ADA/Transaction Codes window.

• PCI

  The PCI (Prosthesis/Crown/Inlay) option is selected by default if the code is in the PCI code range or Pros/Crown/Inlay is selected in the ADA/Transaction Codes window. When selected, it indicates the procedure is an initial placement.

  If this PCI procedure is not an initial placement, deselect the PCI option and type the initial placement date in the field.

Insurance information is displayed in the Insurance section. Insurable is only selected if the procedure is covered by insurance. A claim number is displayed in the Claim # field if a claim has been filed for the procedure. When posting against a claim, select the claim number.

The insurance coverage information is displayed in the Type field. The portion of the fees used to meet the primary and secondary dental plan deductible is displayed in the Deductible field. The estimated insurance payment is displayed in the Insurance Pays field.

The Remove Chart Graphic option enables you to re-chart an existing procedure in the chart to accurately depict the current status of patient dentition. (For example: an implant fails and needs to be retreated; an extraction was charted for the wrong tooth, etc.)

When you select Remove Chart Graphic, the following things occur:

• A grey asterisk (indicating the procedure has been removed) is displayed next to the tooth number with the removed graphic, and you can re-chart a procedure for that tooth.

• A *Removed graphic for [ada code description] entry is placed in the Description column of the Clinical History tab for the transaction with the Remove Chart Graphic checkbox selected.

• A Rem Cht Graph--Checked entry is made in the Transaction Audit Trail report.