View Charge Entry screen. View Video, 2 min. 29 sec.

Proposed
The Proposed status option is used when you are entering a procedure that will be performed in the future.  You may use this when sending for insurance authorization.  The procedures need to be entered in order for an insurance form to be printed.  Another reason for the Proposed choice would be if you wanted a Treatment Plan print-out.  Enter the procedures to be performed, then run the Treatment Plan program for the print-out.  When using the Proposed choice for status, the fee is not added to the patient's Balance.  No dates are entered for Start Date and Finish Date.  The procedures are also not printed on the Day Sheet.  The procedures that are Proposed have no financial impact until their status is changed to Done or Started.

Start And Finish Dates
As discussed previously, each procedure has two dates, the Start Date and the Finish Date.  When posting with the Done status option, these dates will be the same.  This represents a procedure that was started and finished on the same visit.  The only situation where the Finish date is not the same as the Start date is when the Started status option is used. The date in the Start Date text box will be the date set for this procedure. The current date from the program's point of view is whatever date is currently displayed on the Main Menu screen.  This date will automatically be entered into the Start Date text box for you.  This date can be modified if you wish.  If the Done status option is selected the same date will be displayed in the Finish Date text box.

Doctor Selection
The doctor selected on the Charge Entry screen will be the doctor to receive production credit for this procedure.  The assigned doctor for the account will automatically be selected. You may select another doctor by clicking on the down arrow button of the combo box, then clicking on the appropriate doctor name.

Hygienist Selection
In many dental offices, hygienists perform many of the procedures. To indicate that a hygienist performed this procedure, select the appropriate hygienist from the Hygienist combo box. In Diamond Dental Software, giving the hygienist credit does not take away credit from the doctor.  It merely marks this procedure to be included in the hygienist's totals. The same procedure is still calculated for the doctor's totals. A doctor must always be selected when posting a procedure whether a hygienist is involved or not.  If you want a hygienist to receive exclusive credit for his or her work, the hygienist would have to be entered into the system as a doctor. This is a common practice.