Entering Visits
To create a new visit, click Add Visit in the task pane on the left side of the main screen.
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Entering Visits > Add Visit
A preview of the Patients Information appears on the upper left of the screen for easy review.
Primary, Secondary, Tertiary Ins Code: These fields will automatically populate with the insurance information from patient information. However, if ins changes and resubmission to new ins is required you can change these by selecting the appropriate company using the lookup folder to the right of the field. 
Primary/Secondary Billing Party: This information also pulls from patient information.
Treating Doctor: Also known as the Rendering Provider will pull in from patient information but can be modified by selecting another doctor using the look up folder 
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Billing Doctor: If the Billing doctor is different than the Rendering/Treating doctor you can make that selection here.
Supervising Doctor: Select the appropriate Supervising Doctor for this patient. You can also set up the Referring Provider to always represent the Supervising Provider in General Settings, Admin, Defaults.
Referring Doctor: Pulls from patient information or a different referring doctor can be selected if applicable.
Assistant: Assistant can be selected here if applicable or will default with this information from the patient demographics.
Fee Schedule will also pull from patient information and can be modified as applicable.
Place of Treatment: Select the Service Facility Location where the treatment was rendered.
Visit Date: On the right side of the screen Visit Date will display and will default to the date you are entering it. You can change this date if services were rendered on a different date. By changing this date as a first step all line item charges will then reflect that date.
Statement of Actual Service: Mark appropriately for the claim you are submitting.
Pre-Treatment estimate: Check this box if the visit you are creating is for Pre-treatment estimate only. This will insure that the claim format is correct and that these charges do not appear on patient statements or your accounts receivable until they are actually rendered.
Medicaid Claim: If the claim is for a Medicaid patient check the box here.
Pre-Authorization #: If a pre-authorization number is required for this claim enter that information in this field.
Epsdt: If this claims is eligible as a well child or EPSDT claims then check this box as applicable.
Signature on File: Refers to the patient’s approval for release of private health information if requested by the insurance carrier. This can be set as a default in General Settings, Administration, Defaults and will pull then from the patient information screen to the visit. However you can change this as necessary.
Accept Assignment: Authorizes payment of the claim directly to the provider of service. Again this is a default that can be set up in General Settings, Administration, Defaults which pulls in to the patient information and then to the visit but can be changed as necessary.
First Visit Date of Current: Enter the date of the first visit for the current condition.
Is Treatment Result of: Accident, Auto, Employment, Neither. Select if applicable and enter State if Auto accident. Record the Date of accident in the blue tab area on the right of the screen titled Treatment Result Brief Description and Dates.
Form Type: Select appropriate form type for printing, CMS or HCFA.
NOTE: The HCFA option prints on plan paper and is used by our oral surgeons who are allowed to print the form on plain paper and are not required to use the OCR red forms. For all other specialties the AMA requires printing on the OCR red forms.
Entering Visits > CMS Items
The HCFA/CMS tab located at the right of the screen gives you access to additional options for the claims as needed.
Enter Outside Lab information, Hospitalization Dates, applicable data for Blocks 10d and 19, Medicaid Resubmission information and Reference Number and Date of Similar Illness on this screen to print in applicable fields on the CMS-1500 [aka. CMS 1500]
Current Responsible: Which is above the OK and cancel button on the lower right side of the screen displays the person or insurance company code that is currently responsible for the balance.
