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

Treatment Complete Button
If the current treatment plan for the patient is finished, click on the Treatment Complete button before closing the Posting screen.  Treatment Complete does not refer to being finished for the day with the patient, but rather that you have finished the entire treatment plan and are not rescheduling the patient (anytime soon, not including recall). Setting this Treatment Complete flag is used in the report entitled “Treatment Not Complete/ X Days Since Last Visit. The purpose of this report is to find patients whose treatment plans are not complete and also have not been in for an appointment recently.  You will enter the value of X days.  For example, if you set X to 60 days, the report will find patients whose treatment is not complete (based on the setting of the Treatment Complete button), yet have not been in the office for 60 days or more.  These people would need to be called for rescheduling.

The Account Ledger
The Posting screen displays the Account Ledger for this account.  Entries are displayed with the most recent posted item listed first. The ledger's columns (from left to right) will now be discussed.

Ed Button
This is the Edit button.  Each ledger line has an Edit button at its far left side.  Click on this button to modify a previously recorded ledger item.

Patient
The Patient column displays the patient's First name and middle initial.  Certain posting items do not specifically apply to a single patient, but rather the account as a whole.  These items will have the word "Account" listed in the Patient column.

Th, Surface, Qu, and Description Of Service
The Tooth, Surface, Quadrant (or area) and Description Of Service are listed. Tooth, Surface, and Quadrant would be filled in only if appropriate.

Code
This column displays the item's Procedure Code.  Only charge items that have a Procedure Code will display here.  Each procedure in the Procedure table can have up to two procedure codes.  Code #1 is usually the American Dental Association code.  Code #2 is used only if you have a need for a second code for special insurance form printing.  Code #1 will always display on this screen.  Even if Code #2 was selected for this account, it is only used on the insurance claim print-out or the electronic claim.

Amount
The Amount of the ledger item will display here.  Payments (which are always negative) and Negative Adjustments will display in red and are preceded by a minus sign. These always reduce the Balance.