You can enter a payment, generate a walkout statement, and create claims at the same time for a patient when that patient is ready to check out after a visit.
To check out a patient
How to get there
Use the Patient Search box 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 box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
On a patient's Ledger page, click (or tap) Patient Walkout.
The Patient Walkout dialog box appears.
Perform the necessary tasks on the following tabs for checking the patient out after his or her visit:
Create Claims tab
Select the check boxes of any completed procedures posted to the patient's ledger that are not attached to claims.
For the selected procedures, the associated diagnoses appear. You can have up to four ICD-10 codes per claim. If you have more than four, either remove ICD-10 codes from the claim (by clicking, or tapping, on the coresponding codes), or split the procedures between separate claims (clear the check boxes of the procedures that you do not want on this claim, so you can create one or more additional claims for those procedures).
Note: Removing ICD-10 codes from a claim does not affect the corresponding procedures. All diagnoses remain attached to their corresponding procedures as currently posted in the patient's ledger and progress notes.
If there are two, three, or four ICD-10 codes, select the one that you want to be the primary diagnosis.
Click (or tap) Create Claims.
Procedures are grouped by Service Date, so you can create separate claims for each unique date of service.
Send Claims tab
Select the check boxes of the claims that you want to send.
Click (or tap) Send Selected Claims.
When Dentrix Ascend asks you to swipe the patient's HICAPS card, swipe the card through the HICAPS card reader.
Type the Amount of the payment.
Select a payment Type.
The other payment options become available.
Set up the payment details as needed.
Click (or tap) Save Payment .
Repeat steps a - d for any other payments that you need to post.
Set up the following walkout statement options as needed:
Guarantor View - Select this option to include transactions for the current patient, all patients who have the same guarantor as the current patient, and the guarantor (if not the current patient).
Patient View - Select this option to include transactions for the current patient. This option is not available if the patient is the guarantor for only himself or herself (the Guarantor View option will be used).
Statement Message - Type a message that you want to have appear at the bottom of the walkout.
Include credit card payment options - Select this check box to have credit card payment options appear on the walkout.
Include due date as - Select this check box to have the specified date entered as the due date on the walkout.
Note: You can choose a date that is 1 to 180 days in the future. However, industry consultants recommend that the due date be 30 days, which is the default.
To record a summary of the statement in the patient's connections history, set the Add to Patient Connection switch to Yes. To not record the statement as a patient connection, set the switch to No.
Click (or tap) Print Walkout Statement.
A .pdf version of the walkout appears.
Note: A balance forward amount will appear on the walkout for the account's balance up to today's date.