Ensure the patient has a treatment plan on file.
Double-click the patient’s appointment to direct the screen to the Add/Edit Appointment screen.
Ensure the procedures to be posted to the patient’s ledger are included in the appointment. The patient’s treatment plan will show in the Treatment Plans tab at the bottom of the screen. Click to highlight the desired procedure(s). Click the Add… button. The Treatment Plan procedure(s) will update on the Add/Edit Appointment screen to show the scheduled status. Likewise, the patient’s Treatment Plan screen is updated with the schedule information.
Click the Post button, and confirm the posting of the procedures. Note the message that the appointment cannot be deleted once the appointment is posted.
The appointment will automatically place two status icons on the appointment: P for posted, and H for checked out. The appointment’s text will automatically grey to indicate the appointment is completed.
The user’s screen should redirect to the Patient Window, to show the Transaction Entry screen. This screen shows the current day’s financial transactions.
If a patient portion is due, the user should collect the payment.
If the procedures are able to be claimed to an insurance carrier for reimbursement, a claim can be generated through the Create Claim button or through Utilities / Batch Claims Processing. Please consult the Insurance Claims section for more assistance with the generation and processing of claims (Help / Online Library / Insurance Claims).
The patient’s Treatment Plan screen is updated to show the completion of the procedure. It is greyed out to indicate that the procedure has already been used, and cannot be used another time.