athenaOne Dental (for FQHCs) — Overview

• Patient Registration

  Note: Find information on registering new patients and updating information

• Quickview
  

  Note: Find information on registering new patients and updating information

• Custom Fields (If applicable)

• Patient Portal Access
• Register Patient for Portal
  

• Medication Hx Authority

• Patient Cases

• Add Document (If applicable)

• Appointment Confirmation Result

• Eligibility & Phone List

• Credit Card Processing
  See Collect Payment
  Note: Find information on collecting Credit Card Plus payments and non-Credit Card Plus payments.

• Workflow Dashboard

• No Show List
  See Appointment Cancellation Reasons and View patient appointments

• Cancelled Appointments

• Phone Notes
  See Patient Cases
  Note: The recommended workflow in athenaOne to document a patient phone call is a using a Patient Case.

• Document Management
  See Inbox (Clinician view) and Document View

• Consents

• Admin Documents

• Referrals
  See Document Classification: Admin — Referral and Document Classification: Clinical Document — Consult Note

• Patient Registration

• Quickview: Add preferred pharmacy
  See Quickview for more infomation on setting a default pharmacy (located in Chart Home/Links/Care Summary section)
• Patient Cases

• Add Document (If applicable)

• Register Patient for Portal
  

• Appointment Confirmation Result

• Patient Reminders
  See User Guide — ReminderCall

• Phone Notes
  See Patient Cases
  Note: The recommended workflow in athenaOne to document a patient phone call is a using a Patient Case.

• Document Management
  See Inbox (Clinician view) and Document View

• Consents

• Health Records
  See Document Classification: Medical Record Document — Historical Medical Record

• Referrals
  See Document Classification: Admin — Referral and Document Classification: Clinical Document — Consult Note

• Orders
  See Document Classification: Order (Already Signed)

• Prescriptions
  See Document Classification: Prescription — New, Document Classification: Prescription — Classification, and Document Classification: Prescription — Prior Authorization Requests

• Referrals (with/without attachments)
  See User Guide — Consult Order Progress Tracker

• Chart Tabs
  See Patient Chart and User Guide — The 5-Stage Patient Encounter

• Histories
  See History Section

• Visits
  See Visits and Cases

• Reason for Visit

• Add Diagnosis
  See Diagnosis Lookup

• Sign Prescription Order
  See Order Sign-Off

• Enter and sign referral order(s)
  See Quick Reference — To enter a consult order and User Guide — Authorizations and Referrals

• Close the Encounter
  See User Guide — The 5-Stage Patient Encounter
  Note: For information on closing the encounter, see the Complete the Sign-off stage section.

Statements are queued up electronically the last Sunday of the month. They are then prepared for mailing the 1st day of the month.

After being prepared they are then physically mailed out to patients within 24-48 hours (which could be the 2nd or 3rd day of the month).

You can either:

• In the text box at the top right of the Main Menu:

  1. Enter the first three letters of the patient's last name, followed by a comma, followed by the first three letters of the patient's first name.

  2. Click the search icon.

  3. On the Find a Patient page, click Quickview for the patient you need.

• On the Patient Actions Bar, click Registration, and then click Quickview.

In the patient chart, click the Menu icon and select Quickview.

The Remit to address for Dental statements is the address of your practice. Once your office receives the patient payment, your practice is expected to post all related transactions in Dental - payments and adjustments.

When the patient has no guarantor listed in athenaOne, the patient's address will be used to mail out statements.

If the guarantor is listed as Self and there is a different address listed in the "Statement Mailing Address" field of the "Guarantor" section on Full Registration, that address will pull onto statements (but will not be visible in the Dental UI).

If the guarantor is anyone except for Self, the address will display in the Dental UI on the Patient Profile > Patient Info > Guarantor section.

You can manually place patient statements on hold if you do not want them sent out. This workflow is completed in athenaOne Dental in the Billing section of the Patient Profile:

Added the “Hold Statement” feature to the Payers tab on the Patient Profile. This provides a way to view and manage patient-level statement hold statuses directly from the Patient Profile.

You can see which paper statements are on hold.

We updated the Reporting Module in athenaOne Dental to include:

• Logic update of the Bulk Patient Statement report to account for patient-level holds.
  

  Note
  Patients with a Do Not Hold Statements status appear if they have a balance and meet the other report parameters. Patients with any other hold status will not appear.

• Patient Hold Statement report — The purpose of this report is to categorize patients based on their specific hold statuses. This allows for filtering by patient-level hold types. If no Holding Status Type is set, the report will generate a list of patients with all hold types.

  Holding Status Type options include:

  • Practice Request

  • Patient’s Account Number is Too Long

  • Patient is Deceased

  • Incorrect Guarantor

  • Bankruptcy

  • Bad Address — No Forwarding Address)

  • Bad Address — Invalid Address

  • Out of Balance Encounters

The system applies the Out of Balance Encounters when the statement and billing system are out of balance.