PATIENT MANAGEMENT PROGRAM
Posting Activity
Accessing Patient Activity
There are five ways to access Record Activity and Payments.
1.
2.
3.
4.
5.
From the Patient Menu
Clicking on a Patient appointment on the Appointment Book
Pressing F10 on a Patient appointment on the Appointment Book (shortcut)
Pressing F12 on the Appointment Book (shortcut)
From within Patient Information on the Account/Activity tab
1. From the Patient Menu
Go to the Patient menu and choose Record Activity and
Payment. Click onto or type the underlined letter on the
button you wish to use for your search criteria. Select
the patient by double clicking on them or highlight and
press Enter
2. Clicking on a Patient appointment on the Appointment
Book
Click onto the patient on the appointment book and
press the F10 key or click the Activity (F10) button
3. Pressing F10 on a Patient appointment on the
Appointment Book
Move the cell pointer over the appropriate patient on
the appointment book. Press F10
4. Pressing F12 on the Appointment Book
Press F12 on the appointment book and click onto or
type the underlined letter on the button you wish to use
for your search criteria. Select the patient by double
clicking on them or highlight and press Enter. This is a shortcut for walk-in patients and for those
offices not using the PMP appointment book schedule for patient appointments.
5. From within Patient Information on the Account/Activity tab
In the Patient Information screen press F10 from any tab or click the Account/Activity tab and click the
Activity button.
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Posting Activity