Contents

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Introduction

About My Money
The "My Money" module in OASiS 12 is a series of programs aimed at streamlining the processing of patient information on front desk. This module contains the following;

• Patient Records
• Patient Billing
• Patient Recalls
• Patient Correspondence
• Practice Correspondence
• Practice Statistics
• Microsoft Word Integration

Opening OASiS
You can open OASiS 11 12 in one of two ways:
Double click on the OASiS 12 Daily Work icon on the Windows desktop
OR
Click on the Windows START menu, select "All Programs", "OASiS System 12", "Daily Work"
(If you cannot see Oasis in the Program menu, use Windows Explorer to find the c:\oasis folder and click on Oasis.exe)
Session Login
Upon opening OASiS 12, a splash screen may pop up. Depending on what has been setup, users may be required to validate their login with a username and password. If usernames and passwords have not been setup, then just click on OK to login.

(In some instances, there may be no splash screen. Oasis will just open.)

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The OASiS Main Screen

Patient Record Card
When open, OASiS displays the Patient's Record Card

Favourites Bar

The Favourites Bar provides quick access to certain windows within OASiS rather than going through the module Menu Panel on the left.

If you do not see the favourites bar at all, click on the button along the bottom of the window, and select "My Favourites On/Off", then you can set the Favourites Bar to appear on start up by clicking the last icon on the Favourites Bar and select "Show Favourites on Startup"

These icons are customizable to suit the practice. When you right click on an icon, a menu will appear; Delete – Deletes the selected icon
Compress – Deletes the selected icon and moves all the subsequent icons along in place of the empty spot
Expand – Pushes the icons along, leaving an empty slot so you can insert your own favourite link option
Standard Toolbars – Options to set the default My Money, My Time, My Work (Dental), My Work (Specialist), My Work (Medical) favourite icons. (This will automatically overwrite any changes you may have made to your favourite bar).
Link Menu Item – Allows you to link a few different menu options along with assigning a new icon.
Delete All – Will delete all the icons set in the Favourites Bar.
Menu Panel
You select different menu options by clicking on the corresponding module icons: My Money, My Time, My Work, Component Tools and System Manager

The only time the Menu Bar is not visible is when the Patient Card screen is in "edit" mode or when the Scheduler (Appointment Book) screen is in full screen display mode.
There are five common Program buttons shown on all of the main menu options:
Clear – Clears all open OASiS windows
Find – Opens the Find Patient Record window
Records – Places the main OASiS screen along with the Patients Card at the front of the screen
Reports – Opens the Reports window, where different reports can be generated and printed
Preferences – Opens the Preferences window, where configurations are made

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Clear – Clears all open OASiS windows.
Find – Opens the Find Patient Record window, where you can search for existing patients.
Records – Places the main OASiS screen along with the Patients Card at the front of the screen.
Correspondence – Opens the Correspondence window, where you can generate outgoing documents, attach incoming documents and scan in patient documents.
Adjustments – Opens the Adjustments window, where you can enter in account adjustments to alter the patient's balances.
Invoices – Opens the Invoice window, where you can enter invoice lines and then bill the patient as a private patient or process an EClaim.
Payments – Opens the Payment window, where you can enter a payment, write-off or discount.
Mark Payments – Opens the Marked Payments window, used to manage and enter payments for third party entities such as government organisations E.g. Veteran Affairs or Medicare.
Allocations – Opens the Allocations window, used to allocate any unallocated credit to invoice lines.
Statements – Prints out a walk out statement for the patient showing them any outstanding balances if the patient has not paid on the day.
History – Opens the Financial History window, where you can reprint selected invoice and payment lines, reprint statements, edit, delete, reverse, cancel, refund payment lines and invoice lines.
Recalls – Opens the Recall window, where you can set the patients next recall dates.
Quotation – Opens the Treatment Plan window, where you can print the patient's treatment plan.
Banking – This function allows you to open Deposits, Direct Debits, EClaims or All Banking and to reconcile any direct debits or direct credits
Other – This function allows you to List Recalls, GST Reporting, Lab Fees/Commissions, Overdue Reminders, Post Progressive Invoices, View Unbilled Invoices, View Statement Numbers, List Third Parties, Practice Correspondence, Medicare Batch Processing and Auditing.
Reports – Opens the Reports window, where different reports can be generated and printed
Preferences – Opens the Preferences window, where configurations are made
My Money Favourites bar Options

Patient Summary Panel
A small summary panel displays the currently selected patient's personal details. If the patient has any attached Health Warnings, Treatment Reminders, Financial Warnings or Audio files they will appear in red underneath the patient's details. When you click on these notifications, the appropriate screens load, showing the relevant information.

When you click on the name in this panel, the Find Patient in Family window will appear and list any family members for this patient. You can change the currently read-in patient by simply clicking on the family member in the list. The patient with the pink "type" is the family head, whereas the patient with the blue "type" is the family member.

Recent Patient List
Click the drop down arrow to view the recent patient list. The last 20 patients read in will display. You can click on the patient you want from this list, and this will read them in as the current patient.

Waiting Room List Panel
The waiting room provides communication between reception and the surgeries, as part of the OASiS "My Time" module. Entering the patient in the waiting room at reception, will send a notification to the surgery, and the practicing Doctor, nurses or hygienist can click on the patient in this list to read them in as the current patient.

By clicking on the Title bar "Time, Waiting Details" the waiting room list will expand to show a more comprehensive list of patients who have been read into the waiting room for this specific user/surgery.

Message List Panel
The message list displays any messages sent from one workstation to another. The messages displayed are specific for each user/workstation.

By clicking on the Title bar "Message Details" the message list will expand to show a more comprehensive list of messages received by this user/workstation.
When you click on the message, a menu will appear with the following options; Delete, Read Patient, Complete Invoicing, Enter Payment, Print Statement, View Financial History, Make Appointment and Reply to Message.


Ancillary Buttons
Underneath the patient card is a series of ancillary command buttons

Login: - shows the workstation number – user logged in – associated Dr
If you click on the Login text, a menu will appear with the following options; Change Login User, Change Login Doctor, Change My Password, My Favourites On/Off and Reset My Favourites

Tasks – Opens the Task Manager, where you can create tasks (Please refer to the My Time manual)
Session – Change session details, same options as the above when you click on the Login: text
Messages – Opens the Messages window, to send messages, stickynotes and emails to other users/workstations
Emails – Opens the Email window, to send an email to patient
SMS – Opens the SMS window, to send an SMS to patient
Teledex – Opens the practice teledex
RefDrs – Opens the Referring Doctors window, displaying a list of referring Doctors/Practitioners
Screen – Toggles the main screen and changes it from the Patients Card to a palm tree image. This image can be changed by going to;
Preferences – System Manager – Miscellaneous – Main Settings - #14 Picture file, enter in the path of your picture. Click on OK to save, close out of OASiS and come back in.
Help – a menu will appear with the following options; View Upgrade Notes, Visit Oasis Web Site, Contact Oasis Support, Enable Remote Access, Visit Customer Portal, View Online Help and About

Patient Exit – (Optional) The Patient Exit Workflow panel will appear on the left hand side of the OASiS screen in place of the menu panel. The Patient Exit Workflow prompts users to update customer information, ensure payment of outstanding accounts and ensure future recalls or appointments are booked.
This panel shows a checklist for staff to complete to ensure they miss nothing. The checklist includes patient's Mobile Number and Email Address. It will also show any outstanding balances, future recalls, treatment plans and appointments.
When you click Mobile Number or Email, the relevant fields will highlight within the patients record screen allowing you to add/update the patients details. Clicking on Completed Invoice will open up the Invoice screen, allowing you to complete the invoice.
Recalls: Opens the Patient Recall.
Treatment Plans: Opens the Patient's Treatment Plan.
Appointments: Opens the Scheduler along with the Patients Appointment list.
Cancel: A prompt will appear asking you to enter in a reason for cancellation out of the Patient Exit Workflow.
Postpone: Will close out of the Patient Exit Workflow, and put a task into the Task Manager so front desk can follow up on it later.
OK: Will save and accept the changes you have made on the Patient Exit Workflow. However if a Patient does not have a recall or an appointment, you will need to enter in a reason as to why the patient does not have a recall or appointment set.
- Link to the Henry Schein Halas website (http://hsh.customer-self-service.com/)

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Patient Records

Current Patient
The Patient Record on the main OASiS screen determines the currently selected patient. The current patient also displays in the Patient Summary Panel on the left underneath the Menu Panel.
The current patient is the basis of all modules and menu options within OASiS until the selection of a different patient.
Patient Find
To search for a patient within OASiS and read them in as the current patient;

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1. Click on the required patient, and this will read them in as the current patient.

Alternate Patient Find Methods
Alternate search criteria's are available, this includes find by; Oasis Number, File Number, Date of Birth, Postcode, Phone Number etc.
Click on the Find By within the Find Patient by Surname screen, and a menu will pop up.

Patient Types
Within OASiS the "Family Head" is considered to be the Account Holder. Usually you enter the family head into OASiS first and then attach the family members to this family head.

The Patient Summary Panel shows two OASiS numbers. The patient's unique OASiS number in this example would be (000020) and the family head would be (000006). If the two numbers are the same, this would indicate that the currently selected patient is the family head.
When you click the name in this panel, the Find Patient in Family window will appear and list any family members for this patient. You can change the currently selected patient by simply clicking on a different family member in the list. The patient with the pink "type" in the family head, whereas the patient with the blue "type" is the family member.

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The "Family Changes" button allows alteration of family structures.

Convert to Head of new Family
Used to convert a family member to a family head.
EXAMPLE: A child has turned 18, and now wants to manage their own finances
NOTE: When a family member becomes their own family head, any financial transactions associated with them will remain with the original family head. We recommend that on the new family heads file you put in a "Financial Note" via the Patients History window to say "For previous financial transactions please refer to original account holder OASiS Number: ######"
Convert to Head of this Family
Used when an existing family member needs to be changed to the head of the family.
EXAMPLE: A child attended the practice for treatment, and their details entered into the system as a family head. Later, other family members become patients of the original child's family, and now want to assume responsibility for the account.
Transfer to a different Family
Family dynamics change all the time, so patients may need transferring from one family to another. Also useful if two family members have been entered into OASiS as their own family heads. When selected the "Find" window will appear so you can search for the patient. Locate the patient to whom you want to transfer this patient, then click them and select "Transfer to this family".
NOTE: The system will merge all financial records to the new family head. This is irreversible.
Convert all Members to Heads
This option will convert all family members within this family to be their own family head.
NOTE: Refer to NOTE above for "Convert to Head of new Family"
Change Family Address Details
OASiS has a quick and easy method to change the address details for all members of a family. Other common fields can also be applied to each family member such as: Healthfund ID, Medicare No., Usual Doctor/Hygienist, Classify Code.

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Photo Functions

You can attach a photograph of the patient to a patient's record for easy identification.

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1. Show Normal
2. Show Stretched Determines the display of the photograph
3. Show Fit Sides in the patients file.
4. Show Fit Windows
5. Delete – Deletes the attached photograph

Other Buttons in the Patients Record Screen
Direct Referrals – You can keep track of patients referred by other patients. Search for the patient, select the patient and follow the prompts.
Opening Balances – This is a once off operation where you are transferring a balance from a manual card system or from another computer system into a newly installed OASiS system. Calculation of future balances for the patient takes place as invoices and receipts are processed.
Print Labels – If you have a label printer, you can print patient's personal details, billing details, future appointments etc.
Audio Functions – OASiS provides the ability to record audio files against a patient's record. You just need to ensure you have a microphone to record the audio. It will be stored as a .WAV file.
Credit Card – You can store patients Credit Card and Direct Debit details against their card. NOTE: We do recommend that if you do store patient's Credit Card or Direct Debit details, that you password protect this screen. Please refer to Practice Principles Handbook for further information.
Scroll Back/Scroll Forward – To flick through patients record in OASiS number order.

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The Patient Correspondence window enables both incoming and outgoing documents and files to be stored against the current patient's record. Some of the more popular file formats that can be linked in OASiS are (but not limited to) MS Word, MS Excel, HTML, JPG or BMP images, Adobe PDF, PIT Pathology Results, RPT Crystal Reports and VPD Presentation Manager files.
Click on from the Menu Panel or from the Favourites Bar.

Patient Document Library
Depending on setup, documents or files may appear in the Patient Library, or the "Pending Document Selection". Once the document or file has been "Add to Patient Library", a record is stored in the "Family Communication History" panel.
All records stored within the "Patient Document Library" can be;
Review/Edit Document – Opens the document or file in the respective third party program
Change Document Date – Allows you to change the date
Change Document Description – Allows you to change the description
Lock Document – You can lock the document from any future editing/deletion
Mark Document On/Off – Determines whether the entry will be printed as part of the document list
Email to Patient – Allows you to email the document to the patient
Email to Referring Doctor(s) – Allows you to email the document to a Referring Doctor
Export Document – Allows you to export and save the document to the local computer
Delete Document – Allows you to delete the document

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The Invoice window allows you to enter item procedure codes to bill against the currently selected patient record. On click OK, OASiS posts the invoice lines to the patient's ledger (or to a nominated third party account E.g. Veteran Affairs)
Click on from the Menu Panel or from the Favourites Bar.

Menu Bar

Exit – Closes out of the Invoice window
New – Enter in a new Item Procedure Code
Delete – Deletes all items in the Item List Panel
Delink – Delinks the patient from their Third Party for this one invoice
Discount – Select from a list of pre-set discount item codes, this will add a new discount item line to the Invoice List Panel
Total – This function gives you two options

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Group – Item groups can be billed E.g. Root Canals, and all item codes associated will be invoiced.
Fees – The system can apply pre-defined fee reductions on item procedure codes that billed multiple times.
Doctor – Changes the doctor number for all invoice lines in the Invoice List Panel
Ready – Users within the surgeries would click on this rather than the Eclaim or OK button to send a notification to reception that the Patient is Ready for invoice completion.
EQuote – To process an electronic quote for the invoice item codes through the claim terminal
EClaim – Process Eclaim through terminal
OK – To post the unbilled invoice lines to the patient's history
Third Party Panel

The Third Party Panel displays the patient's Health fund/Third Party (where linked in their Patient Record Screen). You can change the Third Party for this single invoice if needed by going through the list and selecting the required Third Party. Once you process this invoice and go back into the patient's Invoice window the Third Party will revert to the default link specified in the Patients Record Screen.
Family Panel

The Family Panel displays a list of all family members linked to the currently selected patient. From within this panel you can change the patient you wish to invoice by simply clicking on the patient name. The Patient to be invoice will be highlighted with a .
Financial Balance Panel

The Balance Panel lists any Doctors/Practitioners that have treated the Patient, with any Balance Bought Forward, Invoices Billed, Unallocated Credit and the Outstanding Balance.
Item List Panel

The Item List Panel displays a list of all item procedure codes not yet posted from the Invoice Entry Screen. Within this panel, you can click on the individual item lines and the following options display:
Edit Line – The selected invoice line redisplays in the data entry panel to enable change of details. Click on when changes are completed.
Edit Comment – Attaches a comment to the selected item line before posting (for internal office use only). After posting, it is viewable in the patient's History window.
Replicate Line – Duplicates the existing invoice lines, allowing multiple instances.
Delete Line – Allows you to delete individual invoice lines rather than all within this list.
Hold/Release Line – You can "hold" Invoice item lines from posting. You can then release them later for posting. The selection toggles between Hold/Release. This option is useful for EClaim processing where the number of invoice lines exceed the maximum the health fund will allow on a single claim.
Move From/To – You can change the order the invoice lines appear in the invoice screen, using these two functions. Click on the item line and select "Move from", position the cursor and then click on the item line to "Move to". The line will shift to the new position.
Data Entry Panel

You use the Data Entry Panel to add or edit item procedure codes.
Consultation Date – The date defaults to the current date or the last entered date (switch controlled). You can backdate items by clicking on or manually altering the date
Doctor – The Doctor or Practitioner performing the procedure. Typically, the usual doctor specified in the Patients Record Window or the doctor that has logged into OASiS or the last invoiced doctor
Item Procedure Code – The ADA item code relating to the procedure or a stock item. The item can be selected from the list by clicking on
Frequency – The quantity or number of units for this procedure or item
Minutes – An optional field to identify the time duration for this proecure (used for statistical information)
Tooth Number – An optional field to reference a specific item procedure code to a tooth
Third Party Amount – This field is only required where the patient is being billed either partially or completely to a third party account. It identifies the amount that will be posted to the third party account. It is suppressed for a private invoice where no third party is involved.
Patient Amount – This is the amount that will be billed ot the patient's account. In a third party situation where the patient is not billed (e.g. DVA) then this field is zero.

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The Payments window allows you to enter in one or more payment lines against the currently selected patient's record. Clicking OK will post these lines to the patient's financial history.
Click on from the Menu Panel or from the Favourites Bar.

Menu Bar

Exit – Closes out of the Payment window
New – Enter in a new payment
Discount – Select from a list of pre-set discount codes. This will add a discount payment line to the Payment List Panel
Delete – Deletes all items in the Payment List Panel
Write Bank – If a patient is paying by cheque, the practice may want to record the Bank Name and Branch. When you click on "Write Bank" this will remember your selection entries for future payments.
Print – This function gives you two options

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OK/EClaim – Depending on the payment type you select, this button will show OK or EClaim.
Financial Balance Panel

The Balance Panel displays balances for any Doctors/Practitioners who have treated the patient, with any Balance Bought Forward, Invoices Billed, Unallocated Credit and the Outstanding Balance.
Within the Payment window, you can click on the doctor line and select the payment type. In selecting the payment type from the menu, it will add the balance to the Data Entry Panel.
A Cheque, Cash, Credit Card, Eftpos, Direct Debit, Eclaim, Discount, Discount (Balance), Write Off can be applied in this manner.
Payment List Panel

The Payment List Panel displays a list of all payment entries you have applied prior to posting it to the patient's history. Within this panel, you can click on the individual payment lines and the following options display:
Edit Line – The selected payment line redisplays in the data entry panel to enable change of details. Click on when changes are completed.
Delete Line – Allows you to delete individual payment lines rather than all within this list.
Move From/To – You can change the order in which the payment lines display using these two functions. Click on the payment line and select "Move from", position the cursor and then click on the payment line to "Move to". The line will shift to the new position.
Data Entry Panel

Use the Data Entry Panel to add or edit payment lines.
Date – The date defaults to the Microsoft Windows date or the last entered date. You can backdate a transaction by clicking on .
Doctor – The Doctor (or Practitioner) performing the procedure, defaults to the usual doctor specified in the Patients Record Window or the doctor that has logged into OASiS, or the last invoiced doctor.
Type – The radio buttons allow you to choose the type of payment

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The Patient Recall window automatically opens on invoice/payment completion (according to configuration settings).
We use the recall screen to place patients into the recall system in chronological order in order to contact them for a recall reminder. The system calculates the recall date according to the default setting on the patient's record screen. You can modify the dates for the current patient and family if required.
NOTE: You can also configure OASiS to set the patients recall automatically on billing a particular item code. E.g. 011, 012, 114, 115
You can also access the Patient Recall screen by clicking on from the Menu Panel or from the Favourites Bar.

Menu Bar

Exit – Closes out of the Recalls window
Appointments – Opens the List Appointment window, displaying any future appointments the patient has.
Patient Recall – This sets the patients next recall date based on the default details specified within their patient record card.
Family – This sets the next recall date for all family members based on the default details specified within each individual family member's patient record card.
Treatment – Set the patient as incomplete or completed treatment or
Newsletter – Sets a newsletter code for the patient, saved in their patient record card within the Patient Details tab.
OK – Saves any changes you have made on this screen.

Quick Recalls
Depending on what you have configured within OASiS, you can have more than one recall such as Dentist Recall, Hygienist Recall, and Orthodontic Recall.

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Menu Bar

Exit – Closes out of the Recalls window
Print – Allows you to print a list of all patients who are due for a recall, either as a standard report or as a screen list. The standard report prints a report showing all specified records while the screen list will print the list as you see it on the screen in grid format. These reports facilitate contacting the patients by telephone.
Letters – Merge the patient recall list to a Microsoft Word Recall Template or Easypost document
Email – Merge the patient recall list to E-mail
SMS – Merge the patient recall list to SMS
Labels – Merge the patient recall list to print labels on Avery J8160 paper. Usually used by practices that send out recall cards to patients instead of a letter.
NOTE: If you tick "Print Additional Info Label", OASiS will print out a second label describing the purpose of the recall
Dates – Allows you to change the start and end date based on a range of pre-set options
Refresh – Refreshes the patient recall list based on the criteria and options you have set
Tools – Has a few options such as change all patients in the current recall list to a specific status code, change sent flag and save update settings.
Delete – Allows you to delete all recalls in the list
Update – After you have successfully merged the patient recall list, this will update the patients recall to the next recall phase. (Depending on the configuration of your recall system)
Preference Panel

Start and End Date – The start and end dates default to today's date and 30 days from today's date respectively. You can change dates by clicking on the drop down to select a new date or clicking on "Dates" from the menu bar to select a pre-set date range.
Recall Name – Nine different recall columns are available in OASiS. The main recall column #1 displays by default. Clicking on one of the entries in this table will display alternate recall columns.
Recall Status Code – The system displays the "All recalls" (00) status code by default. Depending on the method of contacting the patient, select the appropriate status codes. E.g. E for E-mail, L for Letter, S for SMS
Usual Doctor – By default, the system displays recall records for all doctors (0000). You can select recalls for a specific doctor selecting the doctor number required.
Sort Method – The system displays recall records automatically in date order. Click on Surname order to display the patients in alphabetical order.
Exclusions – As a default these three options are automatically ticked

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1. Click on from the Menu Panel or from the Favourites Bar.

Menu Bar

Exit – Closes out of the History window
View – Allows you to filter the Transaction Entries Panel with specific criteria's such as active records, deleted records, all records, this patient's invoices and third party invoices.
Print – Allows you to print a number of different transaction reports.
Tools – Has a few functions such as modify statement format (if you are using custom forms), rebuild balances and purge recover records
Financial Notes Panel

The Financial Notes panel allows you to enter in financial notes against the patients file. You can edit or delete these notes. This is unlike the notes recorded in the patient's general notes (under My Work), which are subject to auditing on a daily basis.

1. Type in the note in the empty box in the middle
2. Click on to save

Financial Balance Panel

The Balance Panel displays any Doctors/Practitioners balances resulting from Patient billings, with any Balance Bought Forward, Invoices Billed, Unallocated Credit and the Outstanding Balance.
Statement List Panel

The Statement List Panel displays a list of all Itemised Statements printed. You can view and reprint past statements by selecting the statement required from the table.

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All payments entered into the OASiS system, entered through the Payments or Marked Payments windows, display in the Banking window. You use the Banking window to reconcile and print off deposit slips and reports at the end of each day (or as required).
Click on from the Menu Panel or from the Favourites Bar.
The following options display:
Deposit Slips – Includes your physical payments such as cheques, cash, credit card (old manual paper swipe system) and Eftpos payments.
Direct Debits – A separate banking mode allows for direct debits that made by the patient or third party such as Veteran Affairs.
EClaims – Separate banking mode allows for third party EClaim payments received via the Hicaps terminal.
All Banking – This mode will show all banking for all three modes Deposit Slips, Direct Debits and EClaim.
Reconcile Direct Debits and Credits – Used primarily by Orthodontic practices.

Menu Panel

Exit – Closes out of the Banking window.
Refresh – Refreshes the list of banking entries.
Sort – You can sort the banking entries in chronological, patient name, date, patient number, drawer name and doctor number order.
View – Allows you to view current entries (to be deposited) and reprint entries (previous deposits). The same function as the reprint entries panel.
Account – A prompt appears, allowing you to select different bank accounts, if you have multiple bank deposit accounts setup within OASiS.
Print – You can print a range of reports such as deposit slip, cross reference, summary, branch summary and a screen list.
Tools – Has a few functions such as discard, keep or release all entries and move to new account, which will move all entries within the current location to a different bank account.
Mode – Flick through different banking modes such as deposits, direct debits, hicaps or all banking.
Close Off – Close off the current banking, which clears the banking screen ready for a new day of banking
Banking Summary Panel

The Banking Summary panel shows the collated totals for all current payment entries.
When all deposit amounts reconcile with the payment amounts.
When there is a discrepancy. Within the Bank Entries panel, the entry in question will be in red.
Reprint Entries Panel

The Reprint Entries panel allows you to view previously closed off banking. If you cannot find the bank slip date you require, enter in the date range and click on .
Bank Transaction Entries Panel

The Bank Transaction Entries panel lists all payments made since the last close off. When you click on an entry a pop up menu appears with the following options.
Discard – You can nominate a payment line as "Discard". This indicates the line will not be included in the totals of your deposit slips. "Close Off" will delete any discarded lines.
Release – Released payments lines are included in your deposit slip totals and cleared when "Close Off" occurs.
NOTE: As a default all payments are automatically set on "Release"
Keep – The selected payment line is marked as "Keep". The entry will be not be included in your deposit slip totals. The system retains it as a valid entry even after "Close Off".
EXAMPLE: You forget to close off banking the night before, and someone enters two payments the next morning. You would put today's two entries on "Keep", print off yesterday's deposit slip and reports as required, then "Close Off". Yesterday's entries disappear, and the two payment lines from today will remain on the screen. Now you can click on these two payment lines and select "Release" so that they get included in today's end of day banking.
Comment – A comment box appears, allowing you to enter in a comment against the payment entry. A yellow highlight will indicate it has a comment attached.
NOTE: A comment entered in the Banking screen will also highlight (in yellow) the corresponding payment in the patient's History screen.
Edit – Displays an edit screen that allows you to allocate the payment amounts to different payment methods.
Read Patient – Reads in the selected patient as the current patient.
Other Panels
There are three other panels within this window, and these include Doctor Panel, Third Party Panel and Bank Panel. These panels filter out payment lines that are associated with the particular Doctor, Third Party or Bank. Initially, the screen displays All Doctors, No Third Party A/C and All Bank Names.

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1. Click on Other from the Menu Panel or from the Favourites Bar.
2. Select List Third Parties
3. Select the Third Party you require.
4. Click on from the Menu Panel or from the Favourites Bar.

Batches Panel

For Third Party invoices and payments, batch processing can be setup so that each time you send off claims to the third party, OASiS can record the particular entries within that claim for ease of access and payments when you receive the payment from the third party entity. When you click on an entry in the Batches panel, it will only show transactions within that batch in the Transaction List panel.
Payment Details Panel

The Payment Details panel allows you to enter in a payment or a write-off, which is then marked off in the Transaction List panel. You can only process and finalize the payment if the Balance is 0.00.
Transaction List Panel

The Transaction List panel displays all invoices lines not paid or partially paid for by the Third Party.

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Entries in Bold indicate they are due to receive an overdue statement. Entries in Italics indicate they are an inactive patient. Entries highlighted with a Red background indicate they are a Bad Debt.
Cycle Number – Indicates the number of overdue reminders already sent to the patient.
Last Run Number – Indicates the last overdue reminder run number. Each time you print off an overdue reminder run, a Run Number is associated with that specific print
Print Status – Allows you to mark and unmark patients from the print run.
When you click on an entry in the Overdue Reminders list, you can Reset to Today's Date, Edit Statement Details, Print individual statement, mark the Statement on Hold/Release (to print), mark patient as Bad Debt On/Off and access the selected patient's Financial History.
Menu Bar

Exit – Closes out of the Banking window.
Print –Print Overdue Reminders List – Prints a list of patients who are due for an overdue reminder. Print Overdue Reminder Run – Print next overdue reminder run. Reprint Overdue Reminder Run – Reprints a previous overdue reminder run. Print Screen List – Prints a list of all patients that you see on the screen. Save Overdue List Report – Saves the report, accessible from the Report Viewer.
View – Gives you the option of viewing selected patient's or all patients in the Overdue Reminders window.
Totals – Allows you to view total balance outstanding and total balances for today.

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