This document provides instructions for recording a patient visit in a medical system. It states that additional diagnosis and professional/institutional information can be added from separate screens. At least one insurance or self-pay entry is required, and the system presents recent insurance for returning patients. Charges are also required, with default pricing, diagnosis codes, and modifiers from the charge master that can be overridden. Optional notes, co-payments, and adjustments can be entered, and claims are automatically generated and filed upon completion of the visit details.