How do I age the accounts?
Reports manager > Reports > Billing statements> EOM
Can be run at the end of the month or at the time the billing statements are run and can only be run every 28 days. The EOM will age the accounts and apply finance charges if applicable they are set up in the Office Manager. Finance charges can be applied to over 30, over 60, and/or over 90 days.
How do I create a Treatment Plan?
From the Patient Visit Tab:
Click Create New Visit>Add procedures codes from “Find/Add Procedures”> then select a category or find the code from the upper box, double click on it, then click “Add to Visit” the procedures from the lower box and they will be added to the visit OR from Explosion code drop down field, or by typing the code in the “By ADA Code” box, and pressing the Enter key.
The proposed procedures show as RED on the clinical chart tab.
How to post TX plan procedures from Appointment Add/Edit screen
The creation of a treatment plan gives the patient and the office a snapshot of the insurance percentages and
maximums based on the procedures entered into the plan. It allows the office to submit a pre-authorization to
the insurance carrier to confirm what the carrier will pay toward the procedures.
Creating a visit using the treatment plan:
1. When creating an appointment on the appointment scheduler for a patient with a treatment plan, The TXPlan
button will be active (blinking red) in the add/edit detail screen. Click on the TXPlan button and the treatment
plan will be displayed in a new window with selection boxes next to each procedure. Select the procedure(s) for
the visit by checking the box(es) and click SAVE. The selected procedure(s) will be inserted into the appointment.
2. When the visit has ended, you must post the visit from the add/edit detail screen by clicking the Post button.
This will update the patient detail screen with the adjusted insurance percentages and complete the visit. The
original treatment plan with remaining procedures will still be available for later use when creating a new appointment
How do I rebill an insurance claim?
The claim for this visit has been paid, so the claim and the visit become closed...go to visit tab>double click on the top visit date and uncheck "paid by insurance" and save. This will activate the print form button to allow rebilling.