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The Incident Sidebar displays all unarchived incidents for the patient, as well as the Treatment Plans Folder and Account Ledger (which contains transactions for all patients on the account). Above the incident list is the Incident Menu, which can be used to create, archive, retrieve or delete incidents.
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Treatment PlansThe Treatment Plans node in the Ledger sidebar is generally used as a quick view of all existing Treatment Plans. The Treatment Plan Status can also be adjusted here. If the cursor is moved next to the status, an x will appear. Clicking the x will hide the treatment plan from this view but will not remove it.  Account LedgerThe Account Ledger is a list of all Ledger activity in a single account. You can expand the Account Ledger and select the individual Patient to view all of their transactions on one place. You cannot post, open or delete a payment/charge in this area. If you attempt to preform one of these actions while in the Account Ledger, you will be taken to the incident associated with the item, and the transaction will be highlighted. The Account Ledger is also the only place where you will be able to see Finance Charges on the account, because a finance charge is applied to the account as a whole, not a specific incident. Typically, the finance charges are based upon the Provider/Office selected in the patient's Account tab; however, these may be overridden by double clicking and editing directly on the patient's Account Ledger.  IncidentThe Incident allows users to separate a patient's transactions by date, type of procedure, reason for visit, or any number of criteria. When selected, the Incident will display the Incident Tabs on the right side of the screen. These tabs are used to add more details regarding the selected incident as well as adding additional information on claims. Once you expand the incident you can select the Contract Billing (if any), Transactions and Treatment Plan for that incident.  |
Transactions Table Columns
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