A family walkout, which you can give to a patient, serves as a receipt on the day of treatment. A family walkout itemizes charges, payments, and adjustments for a family. A family walkout includes totals for all charges and credits for the day, a total balance, estimated insurance portion, and a "Please Pay" amount. The family walkout can also include future appointments and home care instructions.
|
Why: |
To provide patients with a record of services rendered, and to provide patients with home care instructions |
When: |
At patient checkout |
Note: Generating family walkouts from Ledger requires the "Batch Processor, Print/Display Reports" security right (if printing the walkout).
To print a family walkout
With a patient selected in Ledger, do one of the following:
If you have configured the default walkout options to generate a family walkout, to print or batch a family walkout according to the direct print option, do the following:
Click
the Print Walkout button 
on the toolbar.
Note: If you have not configured the default walkout options, you may want to use the Walkout option on the Print menu to set up the default options.
If applicable, do one of the following:
If the Password - Batch Processor, Print/Display Reports dialog box appears, user verification has been assigned to the "Batch Processor, Print/Display Reports" task. Do one of the following:
If your user account has been granted the "Batch Processor, Print/Display Reports" 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 "Batch Processor, Print/Display Reports" 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 "Batch Processor, Print/Display Reports" 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 - Batch Processor, Print/Display Reports dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If you have configured the default walkout options to generate a doctor's statement, and if applicable, repeat step 2.
If you have configured the default walkout options to generate an appointment reminder card, and if applicable, repeat step 2.
One of the following occurs:
The family walkout (and if applicable, the doctor's statement and/or appointment reminder card) is sent to the default printer for Office Manager.
The family walkout (and if applicable, the doctor's statement and/or appointment reminder card) is sent to the Batch Processor.
If you want to view the walkout options, or if you want to temporarily override the default walkout options, before you print or batch a family walkout, do the following:
On the Print menu, click Walkout.
The Print Report dialog box appears.
Under Select Report Types, make sure that the Family Walkout check box is selected.
Under Walkout Form Type, either select the Enhanced Form option if you are printing to a laser printer, or select the Plain Form option if you are printing to a dot matrix printer.
Note: These options are available only if the Family Walkout or Walkout/Doctor's Statement checkbox is selected.
Set up any of the following options:
Print Doctor Recommendations - With this checkbox selected, any recommendation notes that are associated with procedure codes that were posted appear on the family walkout.
Note: This checkbox is available only if the Family Walkout or Walkout/Doctor's Statement checkbox is selected.
Print YTD Finance Charges, Late Charges, and Payments - With this checkbox selected, the year-to-date account totals for finance charges, late charges, insurance payments, and guarantor payments appear on the family walkout statement.
Note: This checkbox is available only if the Family Walkout checkbox is selected.
Walkout Date - Only transactions on the specified date appear on the family walkout. By default, today's date is entered, but you can enter a different date (in a mm/dd/yyyy format) in the box.
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
Message - Leave the standard message,
or customize the text for the current family this one time. To check the
spelling of the note text, click the Check
Spelling button 
(this button is available only if a certain preference
setting has been enabled).
Leave the Save as Default checkbox clear so the changes override the default options this one time without changing the saved settings.
Do one of the following:
To send the family walkout (and if applicable, the doctor's statement and/or appointment reminder card) to the default printer for Office Manager, do the following:
Click Print.
For a family walkout, if applicable, do one of the following:
If the Password - Batch Processor, Print/Display Reports dialog box appears, user verification has been assigned to the "Batch Processor, Print/Display Reports" task. Do one of the following:
If your user account has been granted the "Batch Processor, Print/Display Reports" 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 "Batch Processor, Print/Display Reports" 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 "Batch Processor, Print/Display Reports" 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 - Batch Processor, Print/Display Reports dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If you have configured the walkout options to generate a doctor's statement, and if applicable, repeat step b.
If you have configured the walkout options to generate an appointment reminder card, and if applicable, repeat step b.
To send the family walkout (and if applicable, the doctor's statement and/or appointment reminder card) to the Batch Processor, click Send to batch.
Important information this report provides
Services Rendered and Payments Received - The services and payments made by each family member on the current day.
Doctor Recommendations - If Print Doctor Recommendations is selected when setting up options to run this report, doctor recommendations appear on the walkout.
Account Balance Details - The guarantor's prior balance, total payments today, total charges today, and current balance.
Dental Insurance Estimate - The estimated portion of charges (for procedures attached to claims or not) that are covered by the patients' insurance (for procedures that are not attached to claims, the estimated insurance portion is based on the corresponding patient’s primary insurance).
Year-to-date Financial Details - If Print YTD Finance Charges, Late Charges, and Payments is selected when setting up options to run this report, the guarantor's year-to-date totals appear on the report.
Next Appointments - The next scheduled appointment for each family member.
Walkout Message - The custom message that was entered when setting up options to run this report.
