This section discusses the following functions which are available on both the Payments and Administrator screens.
- Searching for an Invoice Number, Chart or Patient ID
- Power searches using the Find Dialogs
- Quick navigation tips
Finding using the Invoice, Chart or Patient ID
Searching for an Invoice number is the most common method for finding an invoice. When PracticeMaker® creates a new invoice it is assigned a unique invoice number. This number is then printed on the paper claim or sent electronically as the "Patient Control Number". When the insurance finally pays on a claim, they reference this same invoice number. Additionally, the Patient ID code is attached to each invoice as is the Chart.
To find an invoice simply click into any of the fields shown above to get a dialog box that specifically searches for that field only. Clicking into the Inv field gives you the dialog below, while clicking into the Chart field gives you the second dialog. If your search yields more than one record (for the Invoice there should only be one) you are given list to choose from.
Power Searches
The Find Extra button at the top of the screen uses special dialog boxes, shown below, to allow you to find as specific a record or group of records that you possibly can for your search requirements. Clicking either More choices or Less choices toggles between these two dialogs.
If your find yields one record you are returned to the previous screen. If more than one record is found you get the pick list screen to view all of the found records. The functions on the pick list screen are discussed elsewhere.
last updated 1/22/2004