Setting up default walkout options

You can set up the default walkout options to determine what reports are generated when you click the Print Walkout button . The following reports and their corresponding options are available: family walkout, doctor's statement, and appointment reminder card.

Note: Changes to the default walkout options are saved per Windows user account and only on the computer that you saved the defaults from.

To print a walkout statement

With a patient selected in Ledger, on the Print menu, click Walkout.

The Print Report dialog box appears.

Set up the following options:

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.

Select Report Types - Select or clear the following checkboxes to specify the reports that you want to and do not want to print:

Family Walkout - The family walkout statement shows all completed procedures, guarantor payments, and adjustments posted to the account on the date of the walkout. The walkout then totals all charges and credits for the day to indicate a total balance, estimated insurance portion (for procedures that are attached to claims or not; for procedures that are not, the estimated insurance portion is based on the corresponding patient's primary insurance), and a "Please Pay" amount. In addition, as a reminder, the next future appointment appears at the bottom of the statement.

Walkout/Doctor's Statement - If your office does not handle insurance for patients, the doctor's statement can be printed for the patient to use in place of an insurance claim. The doctor's statement shows all procedures for the selected patient but does not include payments. A signature line appears at the bottom of the statement for the doctor's signature.

Appointment Card - The 4" x 6" reminder card displays the next appointment for the patient.

Print Doctor Recommendations - With this checkbox selected, any recommendation notes that are associated with procedure codes that were posted appear on the walkout statement.

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.

Print Adjustments - With this check box selected, adjustments appear on the doctor's statement; otherwise, only procedures appear.

Note: This checkbox is available only if the Walkout/Doctor's Statement checkbox is selected.

Walkout Date - If you are printing a family walkout statement and/or doctor's statement, only transactions on the specified date appear on the statement. 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 - If you have a standard message that you want to print on all walkout statements by default, enter the note. 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).

To save the settings for the next time you print walkout statements from this computer, select the Save as Default checkbox.

Note: The changes will not be saved if you click Cancel.

To save the changes without printing or giving the patient a printout, click Send to batch, and then delete the report (or reports) from the Batch Processor.