PATIENT MANAGEMENT PROGRAM
Posting the Activity
Click Post.
The transaction is now complete. The summary sheet will be updated to reflect this activity, related patient
balances will be paid automatically and added to summary sheets, receipts and/or statements will be printed.
How you accessed the patient activity and whether the patient has another appointment booked will
determine what appears on screen next:
If you entered the patient activity screen from an on-screen appointment and the patient you are
processing has another appointment booked you will see a pop up entitled ‘Yes, or No’ confirming the
patients next appointment. Click Yes to confirm and you will be taken back to the appointment screen. If
you choose No you will be taken to the Appointment tab in Patient Information to delete or edit the
appointment.
If you entered the patient activity screen from an on-screen appointment and the patient you are
processing does not have another appointment you will be taken to the Appointment tab of Patient
Information to allow you to book the next appointment.
If you entered the activity screen from the patient menu or F12 you will return to the appointment book
screen without future appointment details or prompting for additional booking.
If you entered the activity screen from the Activity button located in the Patient Information screen you will
be returned to the same screen.
Posting Payments Only
Access the Patient Activity screen as seen in previous instructions.
Instead of choosing a code for activity, press F10. A payment line will be created. The cursor is now activated
under Payment Amount at the Amount field. Type the amount of the payment or click the radio button to left
of the relevant payment option.
Determine the Payment Type by clicking the down arrow and selecting the appropriate type. Click Post.
38
|
Posting Activity