Under most circumstances, you will want to display information by seeing all services delivered by a particular therapist for a given date or date range. Later, we will show you how to display each of these queries by simply clicking check boxes. A non-posted charge is one that has not yet been processed by the program.
Several scenarios are possible and are described below.
This is the easiest of all possible scenarios for the account manager. Almost all the work has already been done by the program, the therapist, and the receptionist or scheduler. Press the Query button. The insurance information is there as well and can be viewed by checking the little Display box at the bottom left of the screen. A dialog box appears asking which calculations you would like to perform.