Susie Doe has come in for her regular adjustment appointment. Now she is ready to check out, and she wants to make a payment. How do you check Susie out?
To check a patient out:
Open Susie's chart.
Click the Patient Checkout button. The Financial Functions—Charges and Payments window is displayed.
In the Procedures section, type the procedure codes for this appointment or click Enter Code or Click Here for List to display the Procedures window, where you can select procedures to post.
Procedures that were performed today are displayed automatically if procedures have been scheduled with the appointment.
Enter a ledger comment by typing the comment in the Procedures section and pressing Tab.
Press the Tab or Enter key to move to the procedure Amount fields and change the amounts, if necessary. You can split amounts between patient and insurance, provided a carrier has been assigned to the patient, by typing the amount or percentage (% or /).
In the Payments field, select a payment type from the list, type a payment reference number, and type the payment amount. Type the patient portion and the insurance company portion, if applicable.
Click the Post Transactions button or press Enter when the Post Transactions button is selected to post the charges and payments you have entered.
Click Close or press Enter when the Close button is selected. The Appointment Summary window is displayed.
Click Schedule Appointment. The Schedule Appointment calendar is displayed.
Click Search. The Appointment Types or Procedure window is displayed, depending on the search method you selected in the Schedule Maintenance window.
In the Code field, type the appointment type you want, or use the arrow buttons or scroll bar to move through the list of appointment types and select the appointment. Click OK. The Appointment Search window is displayed.
Scroll through the list of appointment times and select the specific Time/Chair to schedule.
Click Schedule. The Appointment Details window is displayed.
In the Comment field, type a comment if necessary.
Click Procs. The Procedures window is displayed. Select the procedures that will be performed during the appointment and click OK.
Click Close to close the Schedule Appointment calendar.
Click Close to close the Appointment Summary window. The Print Appointment Ticket window is displayed.
Select the options to print an appointment ticket, school excuse, or work excuse and click Yes.
Close the patient chart.
If your office uses the Charting module, an assistant at chairside enters the next appointment date and the procedures that will be performed, and the information is displayed at checkout.
Paul Patient has come in for his regular adjustment appointment. How do you check him out?
To check a patient out using the Charting module:
Open Paul's chart.
Click the Patient Checkout button.
Procedures that were performed today are displayed automatically in the Procedures section. Enter any additional ledger comments by typing the comment in the Procedures section and pressing Tab.
Press the Tab or Enter key to move to the procedure Amount fields and change the amounts, if necessary. You can split amounts between patient and insurance, provided a carrier has been assigned to the patient, by typing the amount or percentage (% or /).
In the Payments field, select a payment type from the list, type a payment reference number, and type the payment amount. Type the patient portion and the insurance company portion, if applicable.
Click the Post Transactions button or press Enter when the Post Transactions button is selected to post the charges and payments you have entered.
Click Close or press Enter when the Close button is selected. The Appointment Summary window is displayed.
Click Schedule Appointment. The procedures for the next appointment on the treatment card are displayed in the Charting Information window, along with the Schedule Appointment calendar.
Click Search. The Appointment Types or Procedure window is displayed, depending on the search method you selected in the Schedule Maintenance window.
In this example, the schedule is set up using appointment types.
In the Code field, type the appointment type you want, or use the arrow buttons or scroll bar to move through the list of appointment types and select the appointment. Click OK. The Appointment Search window is displayed.
Scroll through the list of appointment times and select the specific Time/Chair to schedule. Click Schedule. The Appointment Details window is displayed.
Click Charting. The window shows the details of the Next Appointment section of the patient’s treatment card.
Click Paste.
Make any necessary changes to the new appointment information.
Click OK to schedule the appointment. The software prompts you, asking if you would like to clear this information from the Charting module. If this is a one-time appointment, click Yes. If this is an appointment type that is repeated (for example, Adjustment), click No. The appointment remains in the Next Appointment section of the treatment card and will not have to be re-typed for the next appointment.
Click Close to close the Schedule Appointment calendar.
Click Close to close the Appointment Summary window. The Print Appointment Ticket window is displayed.
Select the options to print an appointment ticket, school excuse, or work excuse and click Yes.
Close the patient chart.
At the checkout desk, William Doe tells you he needs a receipt so he can be reimbursed from his flexible spending account. How do you print an individual receipt for William?
To print a payment receipt:
After you have checked William out, select Reports > Receipt > Payment Receipt in any of the financial functions windows in William’s chart. The Payment Receipts window is displayed.
In the Print Options section, select the option for how the receipt should be printed.
In the Date Range section, type a date range from which to print the receipt, if desired.
Click OK.
Posting Procedures and Payments