Manual Conversion - To-Do List: Client Adding a New Location

Practice Set Up Items for Manual Conversion

1. Add appointment types/groups and templates for office location
2. Set appointment defaults
3. Apply templates
4. Add additional tx notes quick clinical entries and exam/diagnosis information
5. Add arch wire sizes and bracket types

Adding Patients/Account Holders into Tops

1. Create patients in Tops
   1. active patients with future appointments 
   2. patients with autopay accounts in order of next autopay date
   3. observation growth and development patient family
   4. active retention
   5. patients with open/unscheduled recall

2.  Add open recalls into Tops

3.  Add  custom letter templates to Tops

4.  Add pre existing contracts and balances

5.  Practice set up custom items

Data to enter once patient is created

1. Add policy holder if filing insurance
2. Add employer policy if filing insurance
3. Enter pre existing contract or balance forward if no contract and just a remaining balance
4. Enter pre existing autopay plan
5. Enter future appointment or open/unscheduled recall
6. Enter clinical data
7. See the clinical data entry list below. You can screenshot the image below and print and place by each workstation as a cheat sheet:

   1. 

To do items in OLD PMS once data has been moved to Tops

1. Reconcile old debt in old PMS that will not be brought over into Tops
2. Reconcile responsible party ledger
3. Reconcile insurance ledger
4. Strike through patient name on accounts receivable