Working in the Treatment Page (Admin features) in Dental4Web

Working in the Treatment Page (Admin features) in Dental4Web

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The Treatment page is used for both clinical & admin purposes. The purpose of this article is for the administrative side of treatment and includes instructions for invoicing, payments & reprinting.
Links to the various other related features including the clinical sides of treatment is included throughout.

Where to Find the Treatment page

Click the navigation menu > Patients > Treatment page

Create an Invoice for Treatment Performed

Once treatment has been entered, an invoice can be created.

Create Invoice Only

  1. Itemised Invoices toolbar > Select New Invoice Only or icon  or shortcut F2
    1. Click CREATE or PRINT
Notes
Note: The default information within the 'Create Itemised Invoice' window is taken from the patient file. Any yellow field can be edited for this transaction
Info
Click here for HICAPS processing instructions
Click here for TYRO processing instructions

Manually Split Invoices per Provider

To manually only include select one Provider at a time when processing an invoice, deselect the provider at during the invoice creation.
InfoAlternatively, this can be set to " Automatically breakdown invoice into separate providers" whenever there are two Providers. See General Setting
  1. Itemised Invoices toolbar > New Invoice Only / Press F2 key / Click New Invoice icon
  2. In the background, deselect the second Provider

Create Invoice and Receipt

  1. Itemised Invoices toolbar > Select New Invoice and Receipt or  icon or shortcut F3 key
    1. Enter the receipt amount and select the Payment Method

Allocate an existing deposit to an Invoice

If a patient's record has had Deposits created, these can be allocated to outstanding invoices.
  1. Enter the Patient's Treatment
  2. Itemised Invoices toolbar > Select New Invoice and Receipt or  icon or shortcut F3 key
    1. Once in the Receipts screen, tick Autoallocate Deposits
    2. This will automatically apply the Deposits to any outstanding Invoices
    3. Click CREATE or PRINT

Pay a Balance of an outstanding invoice during Invoice of Other Treatment

The below instructions assume treatment items have been entered and are now ready for payment.
  1. Itemised Invoices toolbar > New Invoice and Receipt or click  icon or shortcut F3 Key
    1. Enter the Amount 
    2. Select the Payment Type
    3. Ensure the amount is allocated to the correct balance. Remove tick from Autoallocate Payments, then enter the amount against the correct balance if not
    4. Click Create / Print

Creating Orthodontic Payment Plans

Create Treatment Plan

  1. Click the navigation menu > Patients > Treatment Plan page
  2. Enter item (e.g: 881 or 831 x 2) with full fee
  3. Enter items (e.g. 871) for each visit of Ortho Adjustment with $0.00 fee
    1. Order visits for the Treatment Plan so items can be easily allocated when making appointment (optional)
Info
For instructions on how to order visits, click here

Create Payment Plan

  1. In the Treatment Plan page, select Itemised Invoices toolbar > New Invoice Only 
    1. Click YES

  2. Create Itemised Invoice window
  3. Highlight all items in the Treatment plan
    1. Tick Show extended attributes
    2. Enter the Number of instalments, period of # and occurrence
    3. Change the $ amount to be paid today (1st visit) in the #1 instalment amount box (the rest will be auto calculated)
    4. Click CREATE

Complete Treatment and Allocate Payment

  1. Patients > Treatment page > Treatment toolbar >Transfer from Treatment Plans
    1. Highlight the completed item for current visit
    2. Click OK

  2. Patients > Receipts page > Receipts toolbar > New Receipt
    1. Enter instalment amount for the visit
    2. Select Payment Type
    3. Click CREATE

Re-Print an Invoice from the Treatment page

Once an invoice has been created, it can be previewed onscreen from the Treatment or Invoice page.
  1. Itemised Invoices toolbar >  Print Invoice
  2. Select the invoice and click OK

    or
  3. Select the Invoice, tick the Show Invoice details box
  4. Select which items to include in the printout and if payments are to be included.
  5. Click OK 

  6. In the preview, select Print, Save, Email options
InfoClick here for 'Working in the Treatment Page (Clinical features) in D4Web' instructions