View Posting screen. View Video, 2 min. 29 sec.
Date
The posting Date displays in this column. The current date is considered to be whatever date is displayed on the Main Menu. This may or may not be the actual calendar date. During posting this Main Menu or default date will automatically come up. It can be changed to whatever date you wish before recording the item. Each procedure actually has two posting dates, the Start Date and the Finish Date. These are discussed in more detail later.
DDS
This column displays the initials of the performing dentist. Every posted item must have a selected performing doctor.
ST (status)
The ST or Status column displays the Completion Status of a posted charge. Only charges have a Completion Status. There are four possible choices for Completion Status. These are the following:
- D for Done (started and finished in one visit)
- S for Started (the first visit of a multiple visit procedure)
- F for Finished (the last visit of a multiple visit procedure)
- P for Proposed (no charges yet, just treatment planned)
The Status item will be more fully discussed in the section on Charge Posting.
Transaction Memos
Next to each posted item on the Posting screen appears a memo field. Click the field and the Transaction Memo Entry screen opens, allowing you to enter a memo that applies to that particular item. Memos can be written for any item that appears in the Posting screen which includes procedures, payments, adjustments, Due Now adjustments, insurance sent entries, finance charges, etc. You can write memos for as many procedures as are posted, and the memo can be of an unlimited size. If you have entered a memo for a procedure that will appear on an insurance form, that memo can be pasted into the Remarks For Unusual Services box on the form, without having to retype it. |