Now you can check to see which patients have a claim and note done as well as co-payments taken today.
The new Notes/Claims button shows if a note and/or claim (excludes retail sale claims) was done for the patients on your schedule.
You can even check previous days! (co-payments will only show on today's appointments).
When you click this button on today's calendar you will get a screen that looks like the appointment calendar. You can sort/filter by clicking any of the pink column headers.
- Alphabetically This option sorts the patient's alphabetically (including Temporary patients)
- Patient's Here This option will display only the patient's that have been marked HERE on the calendar
- Reason Order Shows patient's by Reason
- Start Over resets the listing to when it loaded
-
Check for Missing Claims and Notes (Set Feature Flag # 237 to have these details automatically load).
- Note Done - Yes or No
- Claim Done - Yes or No
- Copay Coll - Displays the amount of copay and payment type
- *The copay collected is from the green $ and will only show for the current day.
Previous Days
Yes, you can also check previous days! However, please note that the copay column will not available for past days.
*Temporary Patients with appointments that a permanent chart was not made from the calendar will not appear on this listing for previous days