Checking Patients Out
Related Training
Checking Patients In and Out Recorded Class
When a patient finishes treatment, change the status to Complete. The appointment color changes to light gray, and the patient is moved to the Checkout Queue.
To check a patient out:
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Select Checkout Queue from the Queue drop-down list. The patient’s name is displayed to the right of the queue.
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Click the Patient's name to see the Check-out options and to review any checkout notes.
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To schedule the patient’s next appointment, click Schedule Next Appointment. The Appointment for window is displayed.
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Enter the appointment information.
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Click Schedule Appointment. The Schedule is displayed.
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Find the date for the appointment and click-and-drag the patient’s name from the To Be Scheduled section to the time slot.
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Select the patient tile in the Checkout Queue again. To complete today's charges, click Post Charges. The Post New Charges window is displayed.
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Add, edit, or delete charges, if necessary.
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Click Post Charges.
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To post a payment, from the Checkout Queue, click Take Payment.
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Enter the payment information.
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Click Post Payment.
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To print a receipt or an excuse letter, under Print Documents, click Excuse Letter or Daily Receipt.
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Click Complete Check-out. The appointment turns dark gray.