Introducing PerfectByte®
Overview
System Requirements
Installation Instructions
A Word About HELP
Setting Up PerfectByte
Main Screen Overview
My Settings
General Settings
Entering Patients
Overview - Patient Information
Entering Patients
Prescriptions
Treatment Plans
Notes
Recalls
Medical Conditions and Alerts
Xtra Contacts
Pictures
Help
Change Name
Welcome Packet
Actions for Highlighted Patient
Ortho Charting
Email Patient
Entering Visits
Overview - Visit Information
Entering Visits
Entering Charges
Printing
Notes
Posting Payments
Overview - Posting Payments
Patient Payments
Insurance Payments
Transfer
Adjust
Get Previous Credit
Payment Plan
Continuation of Treatment
EasyView
Overview
Clinical
Labs and Xrays
Launch External Imaging
Ortho Charting
Notes
Prescriptions
Demographics
Overview
Account Balance
Documents
Ledger
Recalls
Treatment Plans
Photos
Print
Scheduling
Billing
Collections
Insurance Forms
Step 1 - Select your Search Criteria and Choose Search
Step 2 - Verify that these are the Claims you wish to Process
Step 3 - View List to Edit
Step 4 - Print Insurance Forms
Statements
Step 1 - Select you search criteria and click Search Button
Step 2 - View Statements to be Printed
Electronic Claims
Post Large Insurance Checks
Late Fees
Reports
Daily Reports
Daysheet
Administrative Reports
Patient Listing By… Reports
Patients by Referring Source(s)
Patient Phone Book
Procedure Frequency Report
Diagnosis Frequency Report
Patient's in Pre-treatment Estimate Phase
New Patient Mailing Labels - Laser
Responsible Party Mailing Labels
Outbound Referrals
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Managed Care Authorizations
Lab/Xray Tracking Report
Master List Reports
Zip Codes
Diagnosis Codes
Insurance Companies
Fee Schedules
Referring Doctors > List or labels
Places of Treatment
CDT Codes
Procedure Codes with Prices
Financial Reports
Deposit Slip
Payments Due from Payment Plan
Daily Charge and Payment Summary
Income Reports
Charge Reports
Receivables Reports
Aging Report
Adjustment Reports
Month to Date/Year to Date
Referring Doctor Frequency
Claims Not Submitted
Claims Submitted
Patient Reports
Patient List Report
Patient Status Report
Patient Recalls
Batch Print Encounter Forms
Charts and Graphs
Financial Charts
Charges/Payments by Month
Scheduler
Initial Setup
Appointment Descriptions
Scheduler General
Overview
Adding an Appointment
Actions for Appointment
Recurring Appointments
Scheduler Reports
Print Schedule
Appointment Daysheet
Appointment Confirmation Report
Status Report
Patient Flow
Patient Checkin
Waiting List
Encounter Form
Confirming Appointments
Appointment Confirmation Module
Export to Telephony System
Email Patient
Lists
Appointment Descriptions
Appointment Color Blocks
Procedure Codes
Patients
Resources
Search
Search for a Patient
Search for Openings
Reminders
Set first day of week to Monday
Appointment Color Legend
Jump to PerfectByte
Insurance Forms
Instructions/Field Guides
ADA 2006 Form
ADA 2002/2004 Form
DentiCAL Form
HCFA-1500 aka. CMS-1500
Header information
1 - Ins Type
1a - Insureds ID Number
2 - Patient's Name
3 - Patient's Birth Date
4 - Insured's Name
5 - Patient's Address
6 - Patient's Relationship to Insured
7 - Insured's Address
8 - Patient Status
9 - Other Insured's Name
9a - Other Insured's Policy or Group Number
9b - Other Insured's Date of Birth
9c - Employer's Name or School Name
9d - Insurance Plan Name or Program Name
10a through c - Is Patient's Condition Related to:
10d - Reserved for Local Use
11 - Insured's Policy Group or FECA Number
11a - Insured's Date of Birth
11b - Employer's Date of Birth
11c - Insurance Plan Name or Program Name
11d - Is there another Health Benefit Plan?
12 - Release of Medical Information Signature
13 - Payment Authorization Signature
14 - Date of Current: Illness, Injury or Pregnancy
15 - If Patient has had same or similar illness
16 - Dates Patient unable to work in current occupation
17 and 17a- Name of Referring Physician or Other Source
18 - Hospitalization Dates Related to Current Services
19 - Reserved for Local Use
20 - Outside Lab?
21 - Diagnosis or nature of illness
22. Medicaid Resubmission Number
23 - Prior Authorization Number
24a - Date(s) of Service
24b - Place of Service
24c - Type of Service
24d - Procedures, Services or Supplies
24e - Diagnosis Code
24f - Charges
24g - Days or Units
24h through k - EPSDT Family Plan, EMG, COB and Reserved for Local Use
25 - Federal Tax ID Number
26 - Patient's Account Number
27 - Accept Assignment
28 - Total Charges
29 - Amount Paid
30 - Balance Due
31 - Signature of Physician or Supplier
32 - Name and Address of Facility Where Services were Rendered
33 - Physician's, Supplier's Billing Name, Address, PIN# and GRP#
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Timeclock
PerfectByte Timeclock
Initial Setup
Maintain Employee Information
View Timecards
Actions
Clocking in and out
Glossary of Terms