Pre-Treatment

With the Pre-Treatment function you can enter and store the details of an upcoming procedure (surgery or obstetrical services, for example) so you can calculate the amount due in full or as a deposit from the patient and then have these details available for posting after the procedure takes place.

Upon accessing this function, the Pre-Treatment screen displays. All Pre-Treatment functionality takes place from this summary screen.

NOTE: The Date Entered and Entered By columns at the far right of the summary screen do not reflect any data until the item is 're-stored'; and though it is not a necessary step, any time you select a Pre-Treatment record and click Store in the Action Column (whether or not you make any changes) the date stamp information then shows on the summary screen.

Action Column Functions

Click Add New to add a new Pre-Treatment record. Select a patient through Patient Look-up and the detailed Pre-Treatment screen displays.

Data Field Information

Prompt	Response	Len
Date of Service	Type the date you want or click the calendar icon to select a date. This field defaults with the current system date. If you do not know what the date of service will be, you can edit it when posting the procedures.	10
Performing Dr	Type the code you want or select from the list to indicate the doctor who will be performing the procedures. This field defaults with the Responsible Doctor code stored in the Patient Name and Address Information screen.	3
Insurance Dr	Type the code you want or select from the list to indicate the Insurance Doctor for the claim. If you selected the Default Per Dr for Ins Dr check box in CGM webPRACTICE Default Values, the field defaults with the Responsible Doctor code stored in the Patient Name and Address Information screen, unless there is a different doctor stored in the Default Ins Doctor field in the Doctor Code Table.	3
Location	Type the code you want or select from the list to indicate the location where the procedures will take place. This field defaults with the Default Location code stored in the Patient Name and Address Information screen.	3
Case	Type the code or select from the Case list.	3
Procedure Group	Type the code you want or select from the Procedure Group list. If you select a Procedure Group, the procedure codes in that group do not display, but they are stored along with any other Procedure Codes that you select to include in the Pre-Treatment record. This field defaults with the code stored in the Procedure Grouping field in the patient's CPTDX DMS record.	20
Procedure Code	Type the code you want or click the magnifying glass to search the table. This field defaults with the Default CPT code stored in the patient's CPTDX DMS record.	10
Mlt	Type the multiplier/number of units to indicate the number of times this procedure is performed. This field defaults with '1'. If you enter another number, the Chg Amt in the Procedure Entry Function is multiplied by the number entered.	3
Procedure Code	Type the code you want or click the magnifying glass to search the table. This field defaults with the Default CPT code stored in the patient's CPTDX DMS record.	10
Mlt	Type the multiplier/number of units to indicate the number of times this procedure is performed. This field defaults with '1'. If you enter another number, the Chg Amt in the Procedure Entry Function is multiplied by the number entered.	3
Procedure Code	Type the code you want or click the magnifying glass to search the table. This field defaults with the Default CPT code stored in the patient's CPTDX DMS record.	10
Mlt	Type the multiplier/number of units to indicate the number of times this procedure is performed. This field defaults with '1'. If you enter another number, the Chg Amt in the Procedure Entry Function is multiplied by the number entered.	3
Procedure Code	Type the code you want or click the magnifying glass to search the table. This field defaults with the Default CPT code stored in the patient's CPTDX DMS record.	10
Mlt	Type the multiplier/number of units to indicate the number of times this procedure is performed. This field defaults with '1'. If you enter another number, the Chg Amt in the Procedure Entry Function is multiplied by the number entered.	3
Procedure Code	Type the code you want or click the magnifying glass to search the table. This field defaults with the Default CPT code stored in the patient's CPTDX DMS record.	10
Mlt	Type the multiplier/number of units to indicate the number of times this procedure is performed. This field defaults with '1'. If you enter another number, the Chg Amt in the Procedure Entry Function is multiplied by the number entered.	3
Procedure Code	Type the code you want or click the magnifying glass to search the table. This field defaults with the Default CPT code stored in the patient's CPTDX DMS record.	10
Mlt	Type the multiplier/number of units to indicate the number of times this procedure is performed. This field defaults with '1'. If you enter another number, the Chg Amt in the Procedure Entry Function is multiplied by the number entered.	3
Diagnosis 1	Type the code you want or click the magnifying glass to search the table. This field defaults with the code stored in the Default DX field in the CPTDX DMS record. If nothing is stored there, it defaults with the primary diagnosis posted on the most recent accounting date.	10
Diagnosis 2	Type the code you want or click the magnifying glass to search the table.	10
Referring Dr	Type the code you want or click the magnifying glass to search the table to indicate which doctor referred the patient for the procedure(s). The field defaults with the Referral Source stored in the Patient Name and Address Information screen.	6

Click Print to automatically print the Pre-Treatment summary to your screen. You can print it to your printer using the Windows Internet Explorer File and Print commands.

Click Add/Edit Filter to filter/specify the results that show on the summary screen. When you apply a filter, '***Filter Applied***' displays at the top of the Pre-Treatment summary screen.

Data Field Information

Prompt	Response	Len
Performing Doctor	Type the code you want, select from the list to filter the summary screen for a specific Performing Doctor, or leave the field blank to include all doctors.	5
Insurance Doctor	Type the code you want, select from the list to filter the summary screen for a specific Insurance Doctor, or leave the field blank to include all doctors.	5
Location	Type the code you want, select from the list to filter the summary screen for a specific Location, or leave the field blank to include all locations.	5
Begin with Date of Service	Type the date you want, click the calendar icon to select a date to filter the summary screen for a specific Date of Service, or leave the field blank to include all dates.	10
End with Date of Service		10
Department	Type the code you want, select from the list to filter the summary screen for a specific Department, or leave the field blank to include all departments.	5

Click Remove Filter to remove any previously set filters and refresh the screen with all Pre-Treatment records.

Click Journal to print a report of the Pre-Treatment records that you specify.

Data Field Information

Prompt	Response	Len
Print in Patient Order	If you want to print the report in patient order, select this check box. If you select multiple sorting options, a separate report generates for each option.	1
Print in Procedure Order	If you want to print the report in procedure code order, select this check box. If you select multiple sorting options, a separate report generates for each option.	1
Print in Doctor Order	If you want to print the report in performing doctor order, select this check box. If you select multiple sorting options, a separate report generates for each option.	1
Print in Location Order	If you want to print the report in location order, select this check box. If you select multiple sorting options, a separate report generates for each option.	1
Print From Date	Type the date you want the report to start with or click the calendar icon to select a date.	10
Print Through Date	Type the date you want the report to end with or click the calendar icon to select a date.	10
Summary Only	If you only want to print a summary, select this check box.	1

Sample Report

Click Refresh to update the summary screen.
To enable the Calculate Payment function, you must select a check box at the left of a Pre-Treatment record.

Click Calculate Payment and the payment calculator displays. This function automatically calculates the amount that the patient is responsible for on the selected procedures.

Data Field Information

Post Pre-Treatment Procedures
After the procedures are performed, you can go to the Pre-Treatment summary screen to post the Pre-Treatment procedures to a patient's account:

Click anywhere on the row containing the Pre-Treatment record and the Procedure Entry Function screen displays. The batch number and accounting date screens display after you click Save at the bottom of the screen.
Select the check box to the left of the Pre-Treatment record and click Post at the bottom of the screen. The batch number and accounting date screens display before the Procedure Entry Function screen displays.
- Using the check boxes allows you to select multiple Pre-Treatment records and post them all at one time.
- NOTE: If you select the check box next to a record that has coding errors associated with it, indicated by the red dot and red italic print, the Post button remains inactive. If you select the check box next to a record with no coding errors, the Post button becomes active and you can click Post to post the procedures.
Depending on how your Batch Control Integration is set and whether or not you choose to enter a Batch Number, determines which Batch and Accounting Date screens display.

The Batch Number fields display if the Batch Control Integration for Charges is set to Always or Sometimes.
If the Batch Control Integration is set to Sometimes for Charges, and you do not enter a Batch Number and click Cancel, you will be prompted to enter the Accounting Date.
If you enter a Batch Number, you will not be prompted to enter an Accounting Date as it will use the Accounting Date entered for that Batch.
If the Batch Control Integrations is set to Never for Charges you will only be prompted to enter the Accounting Date.

For more information see Procedure Entry Function.