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How do I delete a patient?
Answer: Go to the
patients record, at the patient control panel click the change button in the Action
column, select delete patient. Answer the question either yes or no. If you cannot
delete the patient it is either a guarntor of a patient or has a balance.
How do you link an insurance form link to a particular insurance profile?
Answer: Click on the
profile button or go to file then profile. Select the profile go to the claims (basic)
tab in the box for provider form link double click there. Select the form link you
have set up and paste it on to that profile.
How do you make a recurring block?
Answer: Go to the
appointment book, then tools, then Blocks. Click on add give the block a unique
name, select either in or out, put a date range, then the start time and number
of units, the frequency, then in the select columns click add highlight all the
chairs you want in that block then click on the paste jar, then click OK.
What do you do if the quick statement is printing blank?
Answer: The statement
will be blank when the patient has a zero dollar balance.
How can you tell if a claim was submitted?
Answer: Go to the
PIC then click on the ledger tab, double click on the procedure click on claim stat,
or look at claim details on the bottom of related transaction window.
How do you add a provider id and tax ID information?
Answer: After you
add the provider, click the license/claims tab, this is where you would add the
id and tax numbers.
How do you do a pre-determination/pre-authorization form or a treatment plan?
Answer: Go to the
PIC, click on the clinical tab then hit the insert key this will bring up the add
to treatment plan window, add procedure, click on the green check mark then click
the check mark on the finish treatment plan window.
How do you get a list of all patients in the database?
Answer: Go to report,
notepad, this will bring up the notepad query, select patient, then personal, then
name, then double click on last, this will populate in the column name, in the operator
field select any value then hit run.
How do you get a medical claim form to print?
Answer: You need to
make sure that you have a medical form link set up then attach it to the medical
profile. when you post charges out to that particular insurance profile they will
now appear on a CMS-1500 form.
How do you put a patient into collections?
Answer: Go to the
PIC click on the financial tab then click in cycle box and hit the number 4.