The route slip provides up-to-date, comprehensive information for a patient with a scheduled appointment. You can use the route slip to reference important information for a patient's visit: medical alerts, patient notes, collection information, and so on.
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Why: |
To review patient details prior to an appointment, and to communicate work between the back office and front office |
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When: |
Daily, and as needed |
Notes:
In Office Manager, you can print route slips for multiple appointments within a specified date range.
Printing route slips requires the "Print Route Slips" security right.
To print a single route slip for a patient
In Appointment Book, do one of the following:
Select an appointment, expand the File menu, and then click Print Route Slip.
Right-click an appointment, and then click Print Route Slip.
If applicable, do one of the following:
If the Password - Print Route Slips dialog box appears, user verification has been assigned to the "Print Route Slips" task. Do one of the following:
If your user account has been granted the "Print Route Slips" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Print Route Slips" security right, have a user with permission temporarily override this restriction so you can print the report this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Print Route Slips" security right. To have a user with permission temporarily override this restriction so you can print the report this one time, do the following:
On the message, click Yes.
In the Password - Print Route Slips dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Print Route Slip dialog box appears.
Do one of the following:
To send the route slip to the default printer for Office Manager, click Print.
To send the route slip to the Batch Processor in Office Manager, click Batch.
Important information this report provides
Patient Information - The patient’s contact information, employer, preferred provider(s), number of years as a patient, number of missed appointments, and referral information.
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If a certain clinic setting is enabled, this section also includes the patient's financial information: aged balances, estimated insurance portion, suspended credits, balance, and estimated patient portion (Balance + Appt Amount - Ins Est). The estimated insurance portion is the insurance estimate for the procedures attached to the appointment for which the route slip is generated. However, if the clinic setting is not enabled, the financial information does not appear. |
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Account Information - The guarantor’s information and the financial information for the account: aged balances, estimated insurance portion, suspended credits, and balance.
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If a certain clinic setting is enabled, this section also includes the estimated guarantor portion (Balance + Appt Amount - Ins Est). The estimated insurance portion includes the insurance estimate for other family members' completed procedures (whether or not they are attached to a claim) and includes the insurance estimate for the procedures attached to the appointment for which the route slip is generated. However, if the clinic setting is not enabled, the estimated guarantor portion does not appear, and the estimated insurance portion is the insurance estimate for the patient's and the other family members’ completed procedures. |
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Insurance Information - The patient's primary and secondary insurance information.
Continuing Care - The patient's continuing care due date and next appointment date.
Appointment Information - The procedures to be completed during the current appointment.
Future Appointments - The dates and times of the patient's future appointments.
