Billing a Patient with an Appointment
Summary:
You can bill a patient with an appointment directly from Scheduler. When you do, the Treatment tab will appear ready for you to add the treatment code(s), enter the payment, and print a form or receipt, if necessary.
Note: You cannot bill for treatment to be performed in future appointments. You can bill for appointments in the past, but you must first change your accounting date to match the date in the past. This is not recommended.
Steps:
Make sure you are using the new Scheduler Shortcuts option.
To Select the Scheduler Shortcuts Option:
1. Click Update > System Setup.
2. Check the Use New Scheduler Shortcuts Option.
To Bill the Appointment:
1. Open Scheduler.
2. Select the appointment you are billing.
3. Press B on your keyboard, or click the icon on the toolbar.
The Add Treatment window appears ready for you to add the procedures codes and collect payment (if necessary).
Product (s): ABELDent
Category: Billing
Classification: Private and Public
Date Created: 10 Sep 2016
Created by: Brian Neale