PATIENT MANAGEMENT PROGRAM
Patients Who Do Not Have Appointments (Walk-Ins)
Press F12 while on the appointment book and select your patient by the method of your choice. Double click or
press Enter on the appropriate patient.
Once in the patient activity follow through with Posting Patient Transactions.
These patients will appear as DONE appointments on the appointment book. They will not have an
appointment type and the words ‘WALK-IN’ will appear in comments and on the Appointment tab in Patient
Information.
HST / PST / GST
PMP handles tax in two ways:
tax can be included in inventory items so that the fee charged is a total of the selling price plus
the tax amount.
tax can be added as a separate item after the activity or inventory had been selected.
The PMP department recommends that tax be entered as a separate line item when posting activity. The
option of including tax as part of the total fee (i.e. selecting items from inventory where taxes are added)
is simpler but may complicate patient reimbursement from extended health companies. Separate line
items make it easier for patients to collect, provide detailed reports in PMP, make government reporting
easier, and as a bonus, your fees are accurately presented without the taxes inflating your patient’s
perception of your fees.
Here’s how (note we will use HST for these instructions):
In the Patient Activity screen locate the treatment or item purchased and press Enter. Locate the HST
code in the fee schedule list. In the patient column type in the HST amount if not correct. Press Enter.
The total fees for today will reflect activity plus tax and separate transactions will show on statements and
summaries.
There are two methods for posting HST as separate transactions.
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Posting Activity