Description
This quick guide demonstrates the options for invoicing the procedures that were done during the conversion period.
About
In most conversions there are a few days between when the final data is pulled from your legacy software and converted into your live Curve Hero database.
Anything that is added or changed during the conversion period needs to be manually added into your live database after you go live (For the purposes of this guide, this will be called the conversion period). You will need to keep a careful record of everything so nothing is missed.
Steps:
- Using the Conversion Appointment Tracking Sheet, add all of the appointments that occurred during the conversion period to the schedule.
Do not do both of these options, or the invoiced procedures will be duplicated. This not only creates Billing problems, but it also duplicates the procedures on the applicable patients' Charting History.
Any time an invoice is added, the procedures and/or inventory items will also be in the patient's Charting History. Therefore, if you do both of these options, there will be two invoices with the procedures attached for each of the patients, and there will be duplicate procedures in the patient's Charting History.
- Print the checklist by pressing Control + P (for PC) or Command + P (for Mac) on the keyboard.
- Record the billing information that is added or edited during the conversion interim, and add them to the table below.
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