Tracking Patients in the Office > Handling InOffice Transactions

Manually Printing Routing Slips

Information printed on a routing slip:

• Scheduled procedures

• Treatment plan information

• Insurance information

• Reason for patient visit

• Account status

• Information about other patients assigned to the account

Manually print routing slips for:

• Patients scheduled for an appointment for the current day.

• Walk-in appointments.

• Same-day appointments.

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• Offices most often print routing slips the night before or day of an office visit.

• To print a routing slip automatically for each patient that is scheduled for an appointment on the current day, see Filling the InOffice Window.

To print a routing slip:

1. Select an option:

• From the Patient List Window:From the Patient List Window:   -- Select List > Patient. The Patient List window is displayed.
  -- Type the patient name in the Find field and press Enter.
  Tip: To print the provider on a routing slip, select Reports > Recall/Appt > Routing Slips By Date.
  -- Select the record and select Patient Info/Forms > Routing Slip from the Options menu.

• From the Daybook window:From the Daybook window:  Select an appointment in the Daybook, and select Print Routing Slip from the Express Bar.

• From the appointment submenu:From the appointment submenu:Right-click on an appointment in the Daybook, and select Print Routing Slip from the appointment submenu.

• From the appointment card:From the appointment card:Access the appointment card using a method described in Editing Appointment Card Information, and click Print Routing Slip.

2. The Output Options window is displayed. Select the output option and click OK.

3. Click Close.