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How do you note day of service payment?

Question asked by kevinlund on Feb 27, 2018
Latest reply on Mar 1, 2018 by lindamoseley

When a patient comes in for an appointment, there are a few options for payment. Maybe everything will be sent to insurance, and we will bill them later. Maybe they will pay everything for the discount. Maybe they will put down half. Is there any way to make this info easier to find for the front staff?


We currently have signed treatment plans with this information, so the day before every appointment, the front staff prints out routers, checks the treatment plans, and writes down any payment info on the router. But it would be great if there was a place in the appointment card for financial arrangements.


We don't use the appointment note slot because that gets used for other items (and there isn't much space anyway).


Am I missing anything? Does anybody have other solutions that work for them?