You can post a procedure or a charge for a product to a patient's ledger.
Note: Completed procedures appear in the clinical record and financial record. Posting or editing a completed procedure in either of these areas affects the other area.
To post a procedure
How to get there
Use the Patient Search field to access a patient's record.
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search field.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
From the Patient menu, under Financial, clicktap Ledger.
The patient's Ledger page opens.
On a patient's Ledger page, clicktap Procedure.
The Enter Procedure dialog box appears.
Enter the procedure details, such as the rendering provider, ADA Procedure Code, and amount.
Set up the following options:
Date - The date of service. Leave the current date entered, or clicktap in the field to select a different date. However, you cannot backdate a procedure to a date that would cause it to become locked based on your organization's transaction lock setting.
Provider - The provider who performed the procedures (rendering provider).
Status - A completed, treatment-planned, or existing procedure.
Procedure - The procedures performed or products sold. ClickTap in the field, begin typing the code or description of the appropriate procedure, and then select the procedure to post. If applicable, enter the supporting treatment information, such as a tooth number and surfaces.
setup of the procedure code. This option is not available for an alias procedure code.The default state of this switch is determined by the
Amount - The charge for the selected procedure. The amount appears automatically, but you can change it if necessary. By default, this amount is determined by the following method: first, if the patient has insurance coverage, there is a fee schedule attached to that insurance plan, the selected procedure exists on that fee schedule, and the provider is contracted with that carrier, the amount comes from the selected procedure on that contracted fee schedule; next, if the selected provider has a fee schedule and the selected procedure exists on that fee schedule, the amount comes from the selected procedure on that provider's fee schedule; then, if none of the previous criteria have been met, the amount comes from the procedure code list. Additionally, if the patient has a discount fee schedule and does not have insurance coverage, the amount shown will be posted to the patient's ledger, but an adjustment will be entered automatically for the difference between the charged amount and the amount for the procedure on the patient's discount fee schedule.
Notes - Any relevant notes regarding the procedure.
Require Start/Completion Dates - The date the procedure was started and the date it will be completed. To enter dates, you must first select the check box.
Insurance Estimate Overrides - An amount that differs from the estimated amount insurance will pay for primary coverage and/or secondary coverage. To enter an amount, you must first select the corresponding check box. The amount of the primary or secondary estimate, or the sum of both estimates, that you enter cannot exceed the amount being charged for the procedure.
Diagnostic Codes - You can attach up to four diagnostic codes to the procedure.
Update procedure code/amount to the recommended value above? - Do any of the following:
If the selected Procedure is not valid for the specified tooth number and/or treatment areas (such as surfaces), the recommended ADA Procedure Code appears next to the field. To use the recommended procedure, either clicktap the recommendation to insert that value into the Procedure field, or select the Update procedure code/amount to the recommended value above? check box to use the recommended value automatically when you save the procedure. To not use the recommended procedure, clear the Update procedure code/amount to the recommended value above? check box.
If there are recommendations for both the Procedure and the Amount, but you want to use only one of those recommendations, clicktap the recommendation that you want to use, and then clear the Update procedure code/amount to the recommended value above? check box before saving the procedure.