Procedure Tasks

For a discussion of the fields not detailed below, please see Defining the Task Prototype.

ID code for the procedure of which this task is a component.

If the procedure is company-specific, the company ID copies to here.

ID of the task prototype on which this task is based. Most subsequent fields auto-fill when you complete this field.

Controls arrangement of tasks on Appointment screen or the Flow Sheet when they become orders for a patient visit. Give first task a rank of 1, etc.

The Skip fields from the task prototype are displayed, change if needed.

Displays the standard fee for the Fee Code you specify.

Discount fields are for company-specific procedures. Pick one discount method (Discount %, Dollars Off, or Disc Dollar Amt). Discount % is generally preferred, as it changes when the underlying standard price changes. For Discount %, the percent sign is assumed (i.e. 5.25% discount is entered as 5.25).

A dollar amount to deduct from the standard price.

A specific price for this client, replaces the standard price.

The effect of your discounting entry on the standard fee is displayed in the Discounted $ field.

The PDF form that will be accessible from this task. You can examine the form by clicking the adjacent pencil icon.