Description This article will guide you through how to setup the default mode when performing a patient search. Step-by-Step From the top menu bar, select Options. The select Environment from...
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Description A Payment Reversal is used when a payment is entered incorrectly (i.e.: the wrong amount is entered, the payment is entered on the wrong account, or the cheque should...
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Description A Collection Agency Write Off is used when an account is not collectible, and you want to send it to collections. This adjustment WILL decrease the balance on the...
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Description A Fee Discount is used when a treatment is to be discounted. When this adjustment is done it will print on the receipt as “Courtesy Discount” allowing the patient...
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Description A Fee Posting Error is used when a treatment has been posted incorrectly OR posted to the wrong patient/account OR to the wrong producer and it cannot be deleted....
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Description A Fee Write Off is for general use to decrease balances when you know the patient/insurance company will not be paying. This adjustment WILL affect your accounts receivable and...
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Description A Payment Credit Memo (PCM) is used in conjunction with a Payment Debit Memo (PDM) to adjust payments. They are offsetting adjustments, always used together for the same amount...
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Description A Payment Re-Entry is done when a payment that has been received and deposited was not posted into the ledger. It needs to be recorded but not affect your...
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Description A Refund Payment is used when a patient or insurance company has made an over-payment on his/her account and it has been applied to a treatment or claim. You...
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Description A Payment Debit Memo (PDM) is used in conjunction with a Payment Credit Memo (PCM) to adjust payments. They are offsetting adjustments, always used together for the same amount...
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