Procedure Entry Summary Screen

• Payment - Post a payment (see Payment Entry). The ability to post a payment immediately after entering a charge works well when posting from superbills that have corresponding copayments attached. After you post the payment, you will be returned to this screen for additional options.
  
• Adjustment - Post an adjustment (see Adjustment Entry).
  
• History -
  
• Recall - Enter a patient recall record (see Adding Recalls). If the doctor makes a notation on the superbill that he wants to see the patient in six months, for example, you can immediately put that in as a recall.
  
• Insurance - Print an Insurance form. This function will immediately print an insurance form or put the transactions into the electronic submission file. If you want the balances moved immediately into insurance balance, this works well. (See Print Insurance Forms for details.)
  
• Walk-out - Walk out Statement. This function will print a walk-out statement (or receipt) for the patient, for the charges just entered. This works well if you are posting the charges as the patient is checking out. (See Walk out Statement.)
  
• DMS Record - Enter a DMS record (See Patient Change, DMS Records). This comes in useful for certain specialties that have specific specialty screens that hold additional information that is needed for electronic filing. Or it could be used as a means to update the HIPAA information screen.
  
• Statement -
  
• Letters -
  
• New Encounter - This allows you to enter more procedures for the same patient that were possibly performed by a different doctor in the practice or at a different location (therefore requiring a change to the information entered in the top section of the screen). After you click New Encounter, the top level of the screen will be re-displayed with the original data that you entered. You can then edit the applicable fields, add additional procedure codes and save the new encounter.
  
• Clone Encounter -
  
• Edit Encounter -