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 are returned to this screen for additional options.
• Adjustment — Post an adjustment (see Adjustment Entry).
• History — Open the patient's transaction history in a variety of formats so you can review past activity without leaving the summary screen.
• 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 enter that as a recall.
• Insurance — Print an Insurance form. This function immediately prints an insurance form or puts the transactions into the electronic submission file. If you want the balances moved immediately into the insurance balance, this works well. (See Print Insurance Forms for details.)
• Walk Out — 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 Print Walk-out Statement.)
• DMS Record — Enter a DMS record (see Patient Change, DMS Records). This is useful for certain specialties that have specific specialty screens that hold additional information needed for electronic filing, or as a means to update the HIPAA information screen.
• Statement — Print or preview a patient statement for the account directly from the summary screen.
• Letters — Open the Letter Writer for the patient so you can generate letters from the summary screen.
• 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 re-displays 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 — Duplicate the encounter just posted as a starting point for a new encounter on the same patient. The new encounter pre-fills with the same header information and procedure lines so you can adjust dates or specific values without re-entering everything. For example: say you posted an Encounter that contained many procedure line items for surgical charges and you need to post those same charges for the assistant surgeon. Instead of having to perform the time consuming task of re-entering all of surgical charges to add the assistant surgeon modifier, now you can make a clone of the surgical charges Encounter, simply add the modifier and save it as a new Encounter.
• Edit Encounter — Open the encounter just posted in the Edit an Encounter function so you can correct or refine the entry before moving on.