Messages – Explanation
New messages can be added to the Message List from the Patient Lookup List under File and Message List on the menu bar or when you click on the [Edit Message] button when printing a Receipt.
Messages can be entered for Receipts, Treatment Plan, and Insurance Forms. You can edit or add new messages to a database list of messages from the menu bar on the Patient Lookup List under File, and Message List. You can also type a message to the patient without adding it to the database list.
The font size for messages on both Statements and Receipts is set at 10 points for easy viewing.
Click on the Edit Message button when you print a Receipt to edit or add new messages to the database list. Click on the General folder to add a new message to the list.
Receipt messages can be entered for the Office and Provider, as well as Clinical Messages and Service Code messages. In addition, General Messages can be entered for Receipts.
General and Service Code messages can be selected at the time a Receipt is printed. Office, Provider, and Clinical messages will print automatically on receipts.
Multiple messages can be added for specific service codes under the Service Code Message folder. For example, you may want to have various messages for a restorative code based on whether the treatment was done on a molar or anterior tooth.
Treatment Plan messages will open when a Treatment Plan is printed so that you can select messages. You can also type a specific message for this patient in addition to selecting messages from the list. Type in the white box to enter an extra message for this patient. New Messages can only be added to the Treatment Plan list from the Patient Lookup List under File and Edit Message on the menu bar. Click on the General folder to add new messages.
You can select more than one message when printing a Receipt, Treatment Plan, or Insurance Form by holding the [Ctrl] key while selecting. Holding the [Shift] key while selecting will select a range of messages.
Insurance Form messages can be selected from the Remarks area on the Insurance Form when it is printed. Insurance form Remarks are saved to the patient’s Notes for future reference. When you are processing an insurance form, you can double click on the Remarks field in the Insurance form to open the message window. New Messages can only be added to the Insurance Form list from the Patient Lookup List under File and Edit Message on the menu bar.
In addition to selecting from a Message List, you will also be able to type your own messages directly on the screen before printing. This can be done when printing a Receipt, Treatment Plan, and Insurance Form. This message is not saved to the list. Therefore, you will want to add the messages you use most often to the list and save them.
You can also type messages directly in a patient’s Notes screen and mark them to print on a Receipt or Statement.
We recommend that you customize your messages for your office in order to personalize your Receipts and Treatment Plans, as well as to improve communication with your patients.