Daily Procedures

• Batch print Routing Slips for everyone with an appointment that day.
• Print a Daily Schedule for that day.

Patient Handling

1. If a person is a new patient, ask him to:
   • Complete a New Patient Registration form found at the bottom of the Patient Browse screen. This includes a Signature on File release form.
2. If is is an established patient, print out the form which will include the data you have on file. Have him make corrections (if any) and return to you.

   • Give the Routing Slip created that morning to the doctor when the patient is taken to the operatory. This will supply the doctor with helpful information. The chairside assistant can check off procedures performed and make additional notes directly on the Routing Slip.

     When treatment is complete, the patient returns the Routing Slip to the receptionist so the procedures can be entered into the computer in single terminal offices.

   • When you select Family Ledger, the system will prompt for the patient's name or account number. Access the patient by name.

     If this is a new patient, he will not be displayed on the alphabetical look-up list. However, you can click the Insert button while viewing the list to add the patient.

   NOTE: You don't HAVE to use the Add Patient Records section of the program to add a patient.

3. If the patient has a treatment plan, the Treatment Plan button will display in red towards the bottom portion of the Family Ledger. In this case, click the Treatment Plan button or press the F3 key to go into the patient's Treatment Plan.

   If some of the work on the plan was performed today, you can mark those procedures performed. Highlight the procedure, right click, select Performed and left click. This deletes the procedures from the Treatment Plan and automatically adds them to the Family Ledger.

   If new work was diagnosed according to the Routing Slip, enter it on the Treatment Plan. If you want, you can print a Treatment Plan Report directly from this screen.

   Click the Close button in the lower right hand corner of the screen to return to the Family Ledger.

   NOTE:You can manually enter the procedures performed on the Family Ledger. If you enter a procedure on a patient's ledger that already exists on his Treatment Plan, the system will automatically remove the procedure from the Treatment Plan to keep it up-to-date.

4. As you enter the transactions, make sure you assign the correct practitioner number to each procedure performed and payment received. This ensures accurate accounting on the practitioner performance reports.

   NOTE:You can use practitioner numbers to track production for anything you would like. For information on tracking production using practitioner numbers, see Edit Practitioners.

5. If you are using the insurance payment estimating capability, you should request payment of the patient portion of the balance.
6. After you have entered the transactions for the patient, you can produce an insurance claim and/or walk-out statement directly from the Family Ledger screen.
7. Set up the next appointment with the patient. To record the appointment, go to the patient record. When you are through with the patient record, you will automatically be returned to the Family Ledger by clicking Apply. Additional steps will apply if you have the Appointment Scheduler option!
8. When you are through with the patient, click Apply or Cancel to leave his Family Ledger.

Day End Reports

1. At the end of the day, go to Day-End Reports and display the Daysheet. Compare the receipt totals at the bottom of the report with the payments on hand. If they do not equal, check the entries on the screen against the payments you received throughout the day. When you find the mistake, correct it and print the Daysheet.
2. Print the Deposit Slip. Most banks accept this form. Report Settings lets you specify whether you want the Deposit Slip to include credit card payments or not. Staple a copy of your bank deposit slip to the computer Deposit Slip for bank reader characters.
3. Staple the receipt you receive from the bank to the Daysheet showing the totals correspond, and keep them in a folder as a permanent hard copy record.
4. The far right column of the Daysheet, labeled II, indicates the insurance tracking status of each procedure. A U in this column indicates the procedure is unsubmitted for insurance payment.

   If multiple claims need to be filed, you can run Print Batch Claims. This finds all the appropriate claims then prints them or sends them electronically.

5. Print the Post-Op Report. This contains all the pertinent information for the doctor to perform call backs to patients with more involved procedures. This is a huge practice builder.
6. Print Chart Labels for your new patients.
7. If you file claims electronically, display the Claims Awaiting Submission Report. If this accurately reflects the claims you want filed, run Send Claims.

   When the submission is complete, you will receive an Immediate Verification Report. If any of the claims were rejected, correct the problem and use Create an Insurance Claim to re-prepare the claim for submission (this claim can be sent now or be included with your next electronic submission).