Attaching RapidPost Forms to appointments

If a RapidPost Form is not attached to the service selected for an appointment, or you need to add another form, you can add RapidPost Forms to an appointment manually.

To attach a form

1.   In the Appointment Book, right-click an appointment, and then click RapidPost Forms.

The RapidPost Forms for Appointment window appears.

2.   Click Add to select and paste in a RapidPost Form. The status of the RapidPost Form is "Not Started" when it is initially added.

3.   To enter data on the new RapidPost Form, select the form that you just created, and then click Design.

The RapidPost Form window appears.

Note: The group panels and available options that were defined when the RapidPost Form was designed are displayed. Also, the patient, insurance, and visit information are displayed in the sections along the top of the RapidPost Form. You can click any of the More buttons in these sections to go to the patient's Patient Information Center or the Appointment Book, depending on which button you click.

4.   On any of the panels, select the appropriate check boxes. If the group you have assigned to the Group 4 panel has multiple tooth grids, from the list, select a different tooth grid, select the desired tooth number check boxes, and repeat for any other tooth grids.

5.   Type any applicable Payment, and/or Adjustment.

Note: The Charges appear automatically if the options you select on the group panels have charges associated with them (for example, procedures, X-rays, or medications). You cannot enter or change the amount in the Charges field.

6.   Type any Notes regarding the form. The notes can be any length you want, but only one line is visible at a time. Click the up and down arrows to scroll up and down the note if there is more than one line.

Note: The background of the Notes field on a RapidPost Form becomes a bright yellow when you enter text in that field. Also, if the Pop-up notes when opening forms check box is selected, the notes appear in a dialog box with a bright yellow background when you open a RapidPost Form.

7.   Select the type of form this RapidPost Form is: Billing or Tx. Plan.

8.   To print any prescriptions that are selected on the form when you route or pend the form, under Actions, select the Print prescriptions when Routing/Pending check box.

9.   Perform any of the following tasks:

·        Post - Click this button to process the form. Any charges, payments, adjustments, and notes are posted to the patient's Ledger. If there are treatment-planned procedures for the form, a dialog box appears, and you can enter the phase and time units for the procedure.

·        Route - Click this button to save any changes to the form and send the form to the workstations that receive routed forms (for example, the front desk) so that the form can be posted. Also, once routed, the form is locked to prevent editing, except by a manager.

·        Pending - Click this button to save any changes but not route the form so that you can make changes later on.

·        Print - Click this button to preview the completed form as a printed document.

 

Need more help?

You can visit our website, contact EndoVision Customer Support, or suggest a new feature or improvement on User Voice.