BACK DATING SERVICES IN TPS2000

If you have already done an End of Day process that has posted data into the ledger, you cannot go back to that day’s screen and make corrections. These corrections will need to be done in the ledger (see your Trouble Shooting Guide about Adjust Offs, and or Refunds/Transfers). If a service has been missed or if an entire day needs to be caught up, then read on.

There are a couple of choices when backdating services.

METHOD 1: You may set the computer’s date back to the date that is needed. Then use the Appointment Scheduler in a normal manner (this option is used if there are a lot of appointments to be handled), or, you can put the patient(s) on the Appointment Scheduler, on today’s date, then back date the service. Please keep in mind, if you decide to set the system date back to handle a lot of entries, everyone on the network needs to be on the same date as you, otherwise it will cause problems. You may also enter these payments from the Services/Payments icon and bypass the Appointment Scheduler.

To back date your computer use the ‘right’ mouse button on the Time (shown above) to get a menu. Select Adjust date and time. Once you have selected your date and time use the OK to close the windows.

CAUTION: If the date that needs to be entered is PRIOR to your last closing date DO NOT USE THIS METHOD! Use Method 2 listed below.

You may also bypass the Appointment Scheduler and use the Services/Payments Icon to enter your services.

[ S ] Services/Payments Icon

Click on this icon and choose the patient for whom you need to enter services. When their services screen comes up, pick the services as if it were happening today.

METHOD 2: For this method there is no need to use the Appointment Scheduler. If there are only a few patients or a single service for one patient that needs to be entered for a prior date, you will go directly to the Services/Payments icon and bypass the Appointment Scheduler.

[ S ] Services/Payments Icon

Click on this icon and choose the patient for whom you need to enter services. When their services screen comes up, click on the calendar by the VISIT DATE field and select the date in which these services were performed. Next pick the services as if it were happening today. These services will appear on tonight’s closing report, but they will be listed in date order in the patient’s ledger and the statistical information will be added to the appropriate date.