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Walkout Processing from the Account Window 2

Walkout Processing from OnSchedule (Fast Walkout) Fast Walkout from Appointment & Walkout button from OnSchedule Toolbar 3

Patient Benefit Details Eaglesoft 15 – Displays employer Eaglesoft 16 – Displays insurance company instead of employer as well as the dollar amount for this walkout and previous outstanding balance. 4

Selecting Services If planned services exist for the selected patient, the Treatment Plan window appears. Select the checkbox associated with any planned services and select Use Selected Planned Services to add the selected services to the current Walkout. In the Options section, select ‘Use Date of Service from Planned Procedure’ or ‘Use Fee From Treatment Plan’ 5

Service Code List If no Planned Services exist for the patient, use the add services drop-down to add services to the Walkout. Start typing the service code and the system will narrow the search accordingly. The entire Service Code list is now available from the Walkout grid. F2 is still available. 6

Edit Service Select the Edit Service button to open “More Information”. Decide on the fly to Create Lab or Create Post Op. Summary of charges including Estimated Patient Portion for each service on the Walkout 7

Show Estimation Show Estimation button available below Services, or select the drop-down in the Estimated Insurance field. 8

Tooth Selector Select the drop-down arrow to use the new Tooth Selector to attach a tooth or teeth to a Service Code. 9

Surface Selector Select the drop-down arrow to use the Detailed or Summary Surface chart to assign surfaces to the service code. Defaults to “summary” or “detailed” surfaces based on Chart Preferences. 10

Add Payment to Walkout To add a payment to a Walkout, select the Add Payment button. In the payment area, enter the desired payment options. 11

Walkout Payments cont. The payment information will be listed alongside the services in the Walkout. Apply multiple payments to one Walkout (ex: ½ Check, ½ Credit Card payment). Use the Edit Payment or Delete Payment buttons to make further adjustments to an added payment. 12

Walkout Payment Distribution Distribution of payments added to Walkout will appear after user has hit “Save”. * Credit Distribution checkbox must be checked If multiple payments are added to one Walkout, one distribution window per each payment will appear in the order they were added to the Walkout. Default distribution on Walkout payments is: Payments made on Walkout will distribute to items on the Walkout first, before being applied to additional unpaid debits in the account unless the Preference ‘Automatically distribute credits to services on the walkout first’ is UNCHECKED. 13

Credit Distribution Checkbox Check this box to open the payment distribution window. Box will stay checked on that workstation. 14

Walkout Payment Distribution Use the checkbox to automatically distribute credits made at the time of the walkout to the items on the walkout first. If you do not select this option, payments made at the time of the walkout will apply to the oldest balance. (This will keep a running preference per workstation) 15

Walkout Payment Distribution Window 16 Distribute payment by: Line Item, Patient or Provider. Note: Distribution will default to Patient.

Unassigned Credits Unassigned credits are applied to the Walkout by default. Notice the informational “warning” icon when it occurs. Single left-click the icon to choose which payments NOT to apply to this Walkout (uncheck to remove credits from services). Note: The unassigned Credits in Walkout will follow whatever you choose to do with the Walkout Distribution Preference. If you uncheck the preference to distribute payments to items on walkout first - then the next walkout you do, the unassigned credits will NOT be checked by default. 17

Unassigned Credits Cont. Icons along the left margin of account show unassigned credits. Double click the icon to distribute unassigned credits to unpaid debits. Double click icon to open the “Apply Unassigned Credit” window. Note: Offsetting debits and credits now assign unassigned credits to unpaid debits (indicated by icons). No adjustment will display on the Account ledger, as opposed to previous versions. 18 Unassigned credit icon.

Add Adjustment to Walkout To add an adjustment to a Walkout, select the Add Adjustment button. In the adjustment area, enter the desired adjustment options. 19

Adjustments cont. The Adjustment will show as a Line Item in the Walkout. Upon processing the Walkout, the Credit Distribution window will appear. 20

Walkout Credit Distribution (to apply the Adjustment) Select Oldest Balance First or Oldest Non-Insurance Balance First to distribute the Adjustment automatically. 21 Select Line-Item, Patient or Provider

Recall/Appointment Select the drop-down to enter a New Recall Date, Recall Frequency, and update today’s appointment as completed. Uncheck additional appointments that have not yet been completed (i.e. pt. has hygiene and regular appointments on the same day). 22

Printing Options Select the drop-down to enter how many copies of the receipt to print, a Message for Walkouts and the Printer Setup. 23

Quick Walkout Eaglesoft 15 Eaglesoft 16 24

Family Walkout Walkout multiple family members at the same time! To add another patient to the Walkout, select the patient and then add the appropriate Walkout information (services, payment, etc.). Select patient from the patient grid or from the patient drop- down in the Walkout grid. HINT: If the pt. is selected from the top pt. grid, their ‘Planned Tx. Items’ window will appear as they are selected. 25

Family Walkout - Payment Distribute one payment amongst family members. Print one receipt. 26

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