This article covers the Incidents Menu in the Ledger Tab of the Patients Ability. We’ll cover the options within the Incidents Menu here.
In the Ledger, Patient transactions are broken down into Incidents .
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Incidents are used to keep the ledger organized and manageable.
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Instead of having all of the transactions listed in one large record, a user can create more incidents to separate a patient's transactions and make it easier to find information. A user may choose to create an incident for each year, month, visit (or set of visits), specialty within the practice, and so on. They are completely user-definable.
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Note: MacPractice does not recommend a user use only one incident for the entire patient's history. Consider breaking it up into organizable chunks. In order to archive transactions, a user must archive a complete incident. If there is only one incident stretching back many years, a user cannot archive the older transactions. |
It is also possible to create new Billing Contracts or Treatment Plans under the Incidents menu; these functions are covered in separate documents.
New Incident
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New Incident
Incidents are created in three ways:
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This option will create a new Billing Contract.
Edit Billing Contract
This allows any existing Billing Contract to be edited.
Duplicate Treatment Plan
Any selected Treatment Plan will be duplicated.
Show/Hide Rejected Treatment Plans
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New Treatment Plan
This will create a new Treatment Plan.
Export Incident
You can export a CDA document that will contain only the selected incident's transactions by going to the Incidents menu and selecting Export Selected Incident.
For more information on exporting CDA documents Click Here.
Archiving/Deleting an Incident
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Procedures or open predeterminations in the Treatment Plan area are not counted towards the balance or open claims.
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If you try to archive an incident with a balance or open claims, you will see the following error:
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If an incident has a 0.00 balance and all claims are closed, it can be archived by going up to the Incidents menu and choosing Archive Selected Incident.
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You will be asked to confirm the action:
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If the incident has never had any transactions posted to it, it can be deleted rather than archived. Choose Delete Selected Incident from the incidents menu.
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