PATIENT MANAGEMENT PROGRAM
Posting Patient Transactions
The Patient Activity screen begins with Treating Doctor. The listed practitioner will be either the practitioner
with whom the patient was booked or the Doctor of Record if you entered using the F12 key. Change the
Treating Doctor if necessary.
Click into the field below the word Code to bring up a list of your Fee Schedule. Scroll through the list or type
the first few letters of the code for the item you are searching for.
For instance, if you type the letter ‘C’, the Fee Schedule opens and takes you to the beginning of the fees that
have a code starting with ‘C’.
Locate and double click the item you are searching for or highlight and press Enter. The amount listed under
the Patient column is editable. To change this amount, click into the field, edit the amount and press the Tab or
Enter key when you have finished.
You can select more than one activity or inventory item by clicking into the code field below the previous
activity or typing a new code letter. A Default Activity (F11) button is located above the Payment Amount. This
is used for selecting the typical treatment that the patient receives. You can either click this button or press F11
to select the default activity instead of locating the treatment yourself. Default Activity is set up in Patient
Information on the Billing tab.
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Posting Activity