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Select Patients from the MIRROR menu. This will display a list of all active patients.
1 Select the patient in the patient's list and click on the Ledger button.
2 In the resulting window, click on the
button to bring up a ledger form.
3 In the ledger window, click on the
4 In the ledger, enter the desired information. Be sure to include the patient under Family (click on Family and select the patient's name from the resulting list).
5 Click on the
button when done.
First, the ledger to associate the patient with must exist. Create it if it does not already exist.
1 Choose the name of the patient to associate to the ledger card from the list in the Patients window.
2 Click on Ledger.
3 In the list of ledgers, click on the Associate button, next to the
4 Choose a ledger from the list presented, and the patient will be listed under that ledger's Family field.
1 First, click on the patient in the Patients window.
2 Then click on the Ledger button to bring up the ledger list.
3 Choose the ledger from the list, and click on the Break Link button in the toolbar to dissolve the link between the selected ledger and the patient.
1 First, bring up the patient's ledger card.
2 In the ledger card window, select the family member that received treatment under the Family field.
3 Then, with the family member selected, click on Invoice in the toolbar of the ledger card window. This will bring up the Invoice window.
4 Click on the
5 From here, simply enter the procedure(s) performed in the middle field.
6 Enter any comments or notes in the bottom left field.
7 Initial the invoice (this refers to entering the name of the employee that is typing the invoice in) in the Input field.
8 Click on the
1 First, bring up the patient's ledger card.
2 Then, click on Payment in the toolbar of the ledger card window.
3 This will bring up the Payment window. Click on the
4 Enter the payment method in the middle options.
5 Enter any comments or notes in the bottom left field.
6 Initial the payment (this refers to entering the name of the employee that is typing the invoice in) in the Input field.
7 Finally, enter the amount paid.
8 Click on the
1 First, bring up the patient's ledger card.
2 Then, click on Adjustment in the toolbar of the ledger card window. This will bring up the Adjustment window.
3 Click on the
4 Then, enter the amount and specify whether this is a credit or debit adjustment.
5 Then, enter the purpose of the adjustment in the field on the bottom right part of the window.
6 Initial the adjustment in the Input field.
7 Click on
1 First, bring up the patient's ledger card.
2 Then, click on Pre-authorized in the toolbar of the ledger card window.
3 This will bring up the Pre-authorized Payment window. Click on the
4 From here, simply enter the procedure(s) performed in the middle field.
5 Enter any comments or notes in the bottom left field.
6 Initial the invoice (this refers to entering the name of the employee that is typing the invoice in) in the Input field.
7 Click on the
1 First, bring up the patient's ledger card.
2 Then, click on Financial Arrangement in the toolbar of the ledger card window.
3 In the resulting window, click on the
4 Enter any notes into the field in the middle, then enter the arrangement specifics in the fields at the bottom.
5 Click on
Choose Administration » Planned Treatment » Treatment Plans.
This will bring up the Active Treatment Plans window, which lists all active plans. The individual entries can be sorted by clicking on the heading to sort by.
To view specifics on a certain case, either double-click on the item or choose it from the list and hit Select.
The Total column indicates how much the plan, including all procedures involved, will cost.
The Remaining column shows the cost of all the procedures that have yet to be completed.
The sum of the Total column is shown in the Total field at the bottom of the window, and the sum of the Remaining column is shown in the Remaining field.
To display the amount of insurance a patient has remaining to pay a treatment plan with, click on the rightmost button in the toolbar of the Active Treatment Plans window.
This opens the Unused Insurance Benefit Analysis window.
In this window, each patient with an active treatment plan is listed, along with the amount of insurance coverage they have left and the amount remaining in their treatment plan.
1 In the Unused Insurance Benefit Analysis window, enter the minimum amount that an entry must have to be displayed into the Min. Tx. Plan field.
2 Click
Build List in the toolbar.
1 In the Unused Insurance Benefit Analysis window, enter the minimum amount that an entry must have to be displayed into the Min. Insurance field.
2 Click
To view the financial totals of the current year up to the current date, choose Administration » Configuration » Special » Financial Totals. This will bring up the Totals Setup window.
This window lists the financial totals under billings, payments, credit adjustments and debit adjustments.
OR
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 Choose Totals from the AR menu. This presents you with a window containing the current financial totals.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 From the AR menu, choose Postdated Cheque Log. This will bring up the Postdated Cheque Log window.
This is essentially a two-part process: first, eliminate the cheque from the patient's ledger, then eliminate the cheque from the postdated cheque list.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 From the AR menu, choose Postdated Cheque Log. This will bring up the Postdated Cheque Log window.
3 Click on the cheque to clear. Note its date and amount.
4 Bring up the patient's ledger card.
5 In the patient's ledger, double-click on the appropriate postdated cheque entry to edit it.
This brings up the Payment window.
6 Click
in this window.
7 Under the Type portion of the window, change the type from Postdated to Cheque. You may wish to enter a cheque number.
8 Click
9 Switch back to the Postdated Cheque Log window.
10 Click on the Clear button in the toolbar.
This will essentially list all invoices, payments and adjustments entered into the program.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 Choose Daily Transactions from the AR menu. This will bring up the Daily Transactions window.
This will post invoices entered in patients' ledgers. Posting invoices has the effect of recording their value into the program's database, allowing the financial totals to be updated.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 Choose Daily Transactions from the AR menu. This will bring up the Daily Transactions window.
3 Click on the Post Invoices button in the toolbar of this window.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 Choose Accounts Receivable from the AR menu. This will bring up the Accounts Receivable window.
All active patient ledgers are listed in this window.
Note that in order to autobill correctly, the target ledger must be marked, Autobill and the target financial arrangement must also be marked Active billing.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 Choose Accounts Receivable from the AR menu. This will bring up the Accounts Receivable window.
3 Click on the Autobill button at the top of the window.
At the end of the month, aging the accounts will cause the amount owing in each ledger to be shifted to the next time period. A ledger with $60 owing the current month will have $60 owing in the 30-60 days field after aging accounts.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 Choose Accounts Receivable from the AR menu. This will bring up the Accounts Receivable window.
3 Click on the Age Accounts button in the toolbar.
This will enter interest charges into all ledgers based on the amount owed.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 Choose Accounts Receivable from the AR menu. This will bring up the Accounts Receivable window.
3 Click on the Interest button in the toolbar. This will present a dialog box asking for which periods to charge interest for.
4 Choosing a period will charge interest only for funds that were owing during that period. To charge interest for all periods, leave this option set to All.
5 Click OK in the dialog box to begin charging interest.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 Choose Active Ortho Financial Plans from the AR menu. This will bring up the Active Orthodontic Financial Plans window.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 Choose Active Financial Arrangements from the AR menu. This will bring up the Active Financial Plans window.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 Choose Reports (Extended) to display a list of all financial transactions between patients and the office.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 Choose Invoices from the Reports (Month) sub- menu.
This presents you with a dialog asking for two dates to limit the report to.
3 Enter two dates and hit OK.
This brings up the Invoices from date x to date y window, listing all invoices between those two dates.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 Choose Procedures from the Reports (Month) sub-menu.
This presents you with a dialog asking for two dates to limit the report to.
3 Enter two dates and hit OK.
This brings up the Procedures from date x to date y window, listing all procedures performed between those two dates.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 Choose Payments from the Reports (Month) sub- menu.
This presents you with a dialog asking for two dates to limit the report to.
3 Enter two dates and hit OK.
This brings up the Payments from date x to date y window, listing all payments received between those two dates.
1 Choose Administration » AR. This should create the AR menu in the menu bar.
2 Choose Adjustments from the Reports (Month) sub-menu.
This presents you with a dialog asking for two dates to limit the report to.
3 Enter two dates and hit OK.
This brings up the Adjustments from date x to date y window, listing all adjustments recorded between those two dates.
