Select Procedure

The Select Procedure window is used throughout the Account Module to associate procedures to charges.

In the Edit Adjustment window, click Attach.

Alternatively, when attaching a procedure to a Paysplit, click Attach.

This window shows users outstanding charges along with a financial breakdown. Use this information when creating paysplits or adjustments to prevent procedures from being overpaid.

Credit Filter

There are three options to filter the procedures.


Shows all procedures for the patient matching the criteria of the selected credit filter.


Highlight a procedure to see the financial breakdown.

Select Account Entries

The Select Account Entries window is nearly identical to the Select Procedure window. Multiple procedures can be selected from this window, unlike the Select Procedure window. When selecting multiple procedures, the Breakdown will reflect totals for all selected procedures.

In the Account Module, click the Payment dropdown and Allocate Unearned. If the family has an Unearned / Prepayment balance, the Select Account Entries will open instead, with a list of completed procedures and positive adjustments with a remaining balance. Select one or more production items and click OK or double-click a single item to Allocate Unearned Income.