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.
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).