Prosthetist: Setup and Manage Patient's File in Dental4Windows

Prosthetist setup for patients file, entering treatment records and entering payment.

Setup Patient's File

Patient Categories will need to be created for Dental Clinics, Patients of the Dentist, and Private Patients.

Each Dental Surgery or Dentist should be created as a new head (this may have been done in Appointment Book when creating the pickup appointment).

For each type of lab work sent for each patient from that particular dental surgery, the patient can be entered as a Family Member and patient category Patients of Dental Clinic. All invoices will default to Head of Family (the dental surgery/ dentist).

All private patients seen by the prosthetist should be entered as a Family Head with the patient category Private Patients.

Entering Treatment Records

1. Go to Patient Details > Treatment tab

2. Change the provider code in the Prv column to the Dental Assistant

   
   

3. If the Dental Assistant is working alongside multiple dentists, select the Dental Assistant record that corresponds to the dentist who has instructed the DA. This will ensure the correct provider ID is used when claiming private health insurance via the Payment Solution link (e.g. Hicaps)
   
   

Treatment

With the dental clinic as Head of Family, each lab job for each patient of the dentist can be viewed in Treatment. This will show all jobs created as well as those with an outstanding balance.

Each invoice generated from Treatment should be created for the patient only, not as a ‘family account’ for all patients. This can be done by deselecting the highlighted patients.

This way an invoice can be attached with the lab work for that specific patient.

Entering Payment

When applying a payment from a dental clinic, you may wish to disable ‘Autoallocate Payments’. This is so that the payment can be applied to the correct prosthetic work.

Enter the payment amount and apply to the correct outstanding invoice, Pay an Outstanding Balance / Create Receipt after Invoice Creation.

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