Dates Tab
The Dates screen holds specific dates and other information occasionally needed to process a claim. This includes hospitalization and disability information. These dates, as well as other information about the patient, are on this screen and can be used for ALL invoices for this patient! Once information is no longer needed, just remove the information (like hospital admission and discharge). Most dates on this section have an associated calendar icon
to aid you in date selection. Dates on this screen are
not automatically added to an
invoice. They must be added when needed.
Those dates outlined in Red can be transferred to any invoice. Please refer to the Billing chapter to learn about changing dates on an invoice
Injury, Illness Dates
- In Illness, Injury, LMP goes the first date of the current illness, when an injury occurred or date of last menstrual period. Use the pop-up list below this field to select what this date field is for!
- In Consulted goes the date the patient first consulted you for the current problem
- In Similar Illness goes the date the patient had a similar illness to the current one
- In Date Seen by Refer Doc goes the last date this patient was seen by the referring physician. Many chiropractors and other professionals must document this date.
- In Return to Work goes the date the patient can return to work.
Accident Information
There are pop-up lists associated with these fields. For Acc and MVA the list is Accident, Other or No. For Emp the choices are Yes, No or Unknown.
Disability, Hosp Dates
These dates are rather straight forward. The field Type has a pop-up list of disability types to selection from when appropriate.
Next of Kin and Emergency Information
Complete these fields as needed.
Alternate Address and Phone
This section has the patient's alternate mailing address. You can select which months of the year THIS address will be used to send the patient any correspondence, including statements or letters. The main address will ALWAYS be used for insurance billing purposes.
Bill Info Edit
On the Billing Info screen there is a field in the lower screen which has several check boxes grouped together., as seen in this graphic. The Custom 1 to Custom 3 selections can be safely changed and used. Once changed they should not be altered. In addition, the following selections should never be altered:
- Courtesy when checked will adjust off any insurance balance on an invoice
- No FCs means this patient is never to be charged a finance charge
- No OVs means this patient’s insurance never pays for office visits.