When the patient arrives for their appointment, Click the time on the calendar

Click this "Status" dropdown. Change to "Arrived"

- None
* Reminder done
+ Chart pulled
x Canceled
? No show
@ Arrived
~ Arrived late
! Left w/o visit
# Ins/fin issue
< In exam room
> Checked out
$ Coding done
% Canceled < 24h
^ Pending
AVM Confirmed
SMS Confirmed
EMAIL Confimed
Callback requested

This is optional but you can add a room number

Click "Save". Once you set status to "Arrived" an "Encounter" should be created automatically.

Additionally, you can change the patients status by going to "Flow under "Calendar" 

From the "Flow page" click on the button under "Appt Status"

Click this dropdown and change the status type.

From the "Flow page", click the patient's name.

From there, you should see the patient dashboard.

To the right of the name, you have the encounter that was automatically created. Select the encounter 

Once you are in the encounter, Click "Billing"

You have the option to have preset codes added, For this we clicked the  "New Patient" Codeset

Click the checkbox that corresponds. The code options can be customized based upon your needs

In order to add in additional codes, go to "Search for Additional Codes" Add in a couple numbers and click "Search" or hit space bar.

Search Results should show. Click the "Search" Dropdown

Search Results (14 items)
98940:2180 CHIRO MANIP 1-2 AREAS *MEDICARE*
98940: CHIROPRACTIC MANIPULATION 1-2 AREAS
98940:2447 CHIRO MANIP 1-2 AREAS *MC10/04*
98940: NO CHARGE 98940
98940: 98940@$30.00
98940: 98940@$24.00
98941: CHIROPRACTIC MANIPULATION 3-4 AREAS
98941: CHIRO MANIP 3-4 AREAS *MEDICARE*
98941:2447 CHIRO MANIP 3-4 AREAS *MC10/04*
98942: CHIROPRACTIC MANIPULATION 5 AREAS
98942:2180 CHIRO MANIP 5 AREAS *MEDICARE*
98943: CHIRO MANIP EXTRASPINAL 1+ AREAS
98943:2180 CHIRO MANIP EX 1+ AREAS *MEDICARE*
98943: CHIRO MANIP EX 1+ AREAS *MC10/04*

As you click through the codes you should start seeing them populate underneath.

Once you are finished adding charges and copays, Click "Save"

In addition, you can add Additional billing including onset dates and Auto Accident info by going to "Billing--&gt;"Misc Billing Options HCFA"

From there you can add or edit onset, provider, and accident information.

Setting Appointment Status, Creating Encounter, and Adding Transaction information