You can use the Patient Upload Setup to select which items to include in the Patient Upload process. Only patients with a Patient status (not Non-Patient) that have signed a Web Consent form and have a Consent Date in Patient Setup will be included in the upload.
Select the patient's Ledger items you would like to include on your practice website.
· Family/Patient Ledger Transactions - If you select Family/Patient Ledger Transactions, Ledger transactions that occurred on or after the first transaction date for the family will be included in the upload. Check List Individual Patient Balances of Family to break down the balances by individuals.
· Account Information - If you select Account Information, the upload will include Aged Balances, Last Payment, Last Insurance Payment, Last Statement Date, Outstanding Billed to Medical/Dental, Expected from Dental Insurance, and Guarantor Portion of Total Balance. (This option will not upload information for patients that do not have the "Use Guarantor's User ID and Password" selected in Patient Setup).
· Payment Agreement Information - If you select Payment Agreement Information, the upload will include Payment Amount, amount Past Due, Payment Due, and Due Date.
In the Patient Message field, you can type a generic patient message that will be sent to all patients during the upload.
Select Treatment Plan to upload all treatment-planned procedures for the patients. Check Include Estimates to upload Insurance Estimate information along with the treatment information.
Select Appointment Date, Time, and Provider to upload all future appointment information for the family.
Enter a provider range to only upload certain provider's patients, or leave it set at <ALL> to include all providers.
Select the billing types that you want to include. Only patients with the selected billing types will be included. Select All to include all billing types. The billing types that are available are the billing types that you have set up in the Practice Definitions of the Office Manager.