View Posting screen. View Video, 2 min. 29 sec.

Charges, payments, adjustments, and more are entered using the Posting screen.  You will access this screen from the Main Menu by clicking the Posting button.  After performing the Patient Search the Posting screen will open.  The Posting screen is the heart of the accounting portion of Diamond Dental Software.  It is the portal through which you record your office's production and collections.  The screen has a multitude of controls and text boxes.  In this section the Posting screen basics will be explained.

Patient To Post
As the Posting screen opens, the name of the patient that you searched for will be displayed in the Patient To Post combo box.  This patient is the "active" patient.  If you were to post charges now, those charges would be listed to this active patient. In accounts that have more than one patient, you may change the active patient by clicking on the Patient To Post combo box.  A list of the patients in this account will drop down for your selection.  The one selected will become the new active patient.

Show This Pt Only Button
Click this button to limit the ledger display to items belonging to the active patient displayed in the Patient To Post field. Click it again and the entire family’s items will once again display.

Show Proposed Button
As will be discussed in the section on Charges, procedures can be posted with the Status of Done, Started, Finished, and Proposed. Procedures posted as Proposed are not yet done, but will be undertaken at some future date. Proposed procedures are used in Treatment Planning and for insurance forms for prior authorization. As the Posting screen opens, procedures posted with the "Proposed" status option do not display.  If no Proposed procedures exist for this account, then the Show Proposed button will be disabled (grayed out and non-functioning).  If the button appears enabled (caption letters are black, not gray), then you know this account has Proposed items posted. To display Proposed items in the ledger click on the Show Proposed button.  After clicking this button the Proposed procedures appear in the ledger.  At the same time, the caption of the Show Proposed button will change to Hide Proposed.  You will also see a previously invisible button appear that reads Delete All Proposed.  This button will be discussed shortly.  Clicking on the Hide Proposed button will give the opposite effect, hiding the Proposed items and making the Delete All Proposed button invisible again.

Delete All Proposed Button
This button will only appear after the Show Proposed button has been clicked.  It is used to delete all Proposed items from the account.  This will be an "all or none" operation.  If you wish to delete selected Proposed items, click on the item's Edit button (discussed later).  Modifying or deleting can then be accomplished on an item by item basis.