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 āCā, the Fee Schedule opens and takes you to the beginning of the fees
that have a code starting with āCā.
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 Contact tab.
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Posting Activity