Like a journal of your daily activities, the Office Journal has two main functions: to keep a record of past events and to remind you of events in the future.
With the Office Journal, you can keep a comprehensive record of past events and contacts made between your office and your patients. You can view the Office Journal entries by patient, family, or by all the journal entries for a specific provider or staff member.
Automatic entries are added to the Office Journal for appointments, billing statements, letters, payment agreement notes, payments, referrals, DXWeb information, and privacy requests selected in the Patient Information dialog box of the Family File.
The Office Journal displays the following appointment information:
· Scheduled Appointments - Includes the date, time, appointment provider, and the appointment reason.
· Purged Appointments - When an appointment is purged, the Office Journal records the original date, time, reason, and provider for the purged appointment.
· Broken Appointments - When an appointment is broken, the Office Journal records the original appointment date, time, reason, and provider.
· Archived Patient Appointments - When a patient is archived with an appointment, the Office Journal records the appointment date, time, reason, provider, and the date the patient was archived.
Any time a billing statement is generated for an account the Office Journal records the date of the bill, the account balance, and the please pay amount from the statement.
Any letters generated for patients (using either Quick Letters or the Batch Letters from the Office Manager) are noted in the Office Journal. The entry includes the date, provider, and the name of the letter that was created. The Office Journal records when a perio letter is printed for the patient from the Patient Chart.
Any payment agreement notes you have entered can be displayed in the Office Journal along with the date, provider, and the actual note.
The Office Journal records when a referral recap or referral slip is printed for the patient and when a gratuity is given.
The Office Journal records any DXWeb communications, uploads, referrals, and eligibility requests for the patient.
The Office Journal records when any privacy requests are made through the Family File.