Chart Tooth Watches with Notes

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jmazzie
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Joined: Wed Dec 16, 2020 12:53 pm

Chart Tooth Watches with Notes

Post by jmazzie » Fri Aug 20, 2021 8:44 am

Wanted to see how everyone else charts watches as we are re-evaluating our process

Current with have fake code D0001 for watches which we chart as complete to pull an auto note. The downside of charting this way is being a completed procedure it pulls into the account module and sends out on statements

We are planning to switch to marking watches as condition which solves the issue of not showing on statements but doesn't pull auto notes without manual intervention. While we could mark as completed and switch to condition or click auto note these add steps which inherently will be missed.

How does everyone else chart watches? Maybe there is an easier way we are not thinking of
Jeff

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