Download PTOS 5.6 - User`s Guide

Bill Insurance Now – Select this option to open the Insurance
Billing window for the selected case.
Payments/Adjustments – Select this option to open the
Payment/Adjustments window for the selected case.
Patient Transactions – Select this option to open the Patient
Transactions window for the selected case.
Recreate Claims – Select this option to recreate a claim.
Print Cover Sheet – Select this option to print a cover sheet for
the selected case.
Add New Appointment – Select this option to open the New
Appointment window for the selected case.
Add Patient to Waitlist – Select this option to include the
selected patient to the Waitlist.
Appointment Summary – Select this option to print a summary
report of appointments for the selected patient.
Co-Pay History – Select this option to print a summary of past copayments.
Print Blank Patient Questionnaire – Select this option to print a
blank patient registration questionnaire.
Print Blank Flow Sheet – Select this option to print a blank flow
sheet.
Patient Chart – Select this option to open the Chart for the
selected case.
Patient Charge History – Select this option to print a summary of
past charges for the selected case. (Displays up to 12 past
charges)
Update Lists Information
To begin entering and updating system codes, select System
Tasks  Update Lists. From this menu, select the specific code
list that you wish to update.
Insurance Companies
Select System Tasks  Update Lists  Insurance Companies.
Select an existing Insurance company from the search menu to
edit or select Add to create a new insurance company. To search
for a company, select the search icon.
User’s Guide – Patterson PTOS 5.6
Using PTOS  33