To check in and move a patient to the Checkout Queue:
Find the patient's appointment on the Schedule and click it. The Appt. for window is displayed.
Click Check In. The Patient May Need To Be Screened window is displayed.
Click Screen Now. The Patient Screening Form is displayed.
Take and record the patient's temperature and ask them the questions on the form.
Click Save Changes. The patient is placed in the Waiting Queue.
To view details about his appointment, click or hover the cursor over the patient tile next to the Waiting Queue.
When the patient is moved to the operatory, click the patient tile and click Seat. The patient is removed from the Waiting Queue to the Seated Queue, and the appointment turns dark blue.
When the patient's treatment is finished, click the name on the Schedule and click Complete. The appointment color changes to light gray, and the patient is moved to the Checkout Queue.
To check a patient out:
Select Checkout Queue from the Queue drop-down list. The patient's tile is displayed to the right of the queue.
Click the patient's name and see if there are any notes in the Checkout Notes field.
To schedule the next appointment, click Schedule Next Appointment. The Appointment for window is displayed.
In the Search to add procedures field, click D7220 (removal of impacted tooth - soft tissue).
In the Tooth/Quad field, type 17.
In the Location field, verify that the office location is correct.
In the Appt Type field, select Perio from the drop-down list.
In the Put on Shortcall field, verify that Anytime is selected.
In the Duration field, increase the appointment time to 60 Minutes.
In the Doctor and Assistant fields, select the names.
Click Schedule Appointment. The Schedule is displayed.
On the Schedule, find the date for the appointment and click-and-drag the patient’s name from the To Be Scheduled section to the time slot.
Because the patient has an insurance plan, open the Checkout Queue again and click Post Charges and Bill Ins.
Because the patient has a $50 deductible, collect the payment for today's services.
To print a receipt, click Daily Receipt under Print Documents. A PDF file is created and can be printed or emailed.
Click Complete Check-out. The appointment turns dark gray.