Managing Patient Accounts > Checking a Patient In and Out

Checking a Patient Out

To check the patient out:

1. Right-click the appointment block again, and select Check out from the menu. The patient’s Check Out Ledger window is displayed.

• When the charting module is in use and the session is linked to an appointment, you cannot check the patient out from the appointment book. If you right-click the appointment, the Check out option on the menu is inactive.

2. Press Tab to select the Description field. Press Tab again to display the Transaction Code Pick List window.

3. Select Patient payment codes. The list of transaction codes changes to patient payment codes.

4. Select the patient’s method of payment from the list, and click OK. The Check Out Ledger window is displayed.

5. Press Tab to select the Credits field. Enter the payment amount, and click OK. The Print and Submit Options window is displayed.

6. Click OK to print today’s statement, or enter a previous date from which to print the statement, and click OK. The Family Recall Reminder window is displayed.

7. Remind the patient of the recall date, and select one of the following:

•   Make recall appt  Displays the Make New Appointment window.

•   Edit recall  Changes the patient’s recall cycle information.

•   Go to appt  Accesses a scheduled appointment.

•   Close  Exits the window.

Related Topics

Checking the Patient In and Out

Using Easy Pay to Accept Payments

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