Setting Patient Check Out Options

To set up patient check out options:

Select System > Change System Settings > General System. The General System Settings window is displayed.
Click Edit.
Select an option:
To display the InOffice window after posting appointment procedures and receiving any patient payment when checking out a patient from the InOffice window:To display the InOffice window after posting appointment procedures and receiving any patient payment when checking out a patient from the InOffice window:Select Do not process from the Insurance/Walkout/Appointment questions after transaction screen drop-down list.
To display a window that enables you to select whether to submit an insurance claim, schedule the next patient appointment, print a walkout statement, or reconcile treatment plan items when checking out a patient in the InOffice window:To display a window that enables you to select whether to submit an insurance claim, schedule the next patient appointment, print a walkout statement, or reconcile treatment plan items when checking out a patient in the InOffice window:Select Ask to process from the Insurance/Walkout/Appointment questions after transaction screen drop-down list.
To submit an insurance claim, schedule the next patient appointment, print a walkout statement or reconcile treatment plan items when checking out a patient in the InOffice window:To submit an insurance claim, schedule the next patient appointment, print a walkout statement or reconcile treatment plan items when checking out a patient in the InOffice window:Select Automatically process from the Insurance/Walkout/Appointment questions after transaction screen drop-down list.
To automatically display the Payments window when you post a payment code during checkout in the InOffice window:To automatically display the Payments window when you post a payment code during checkout in the InOffice window:Select Automatically display the Payments screen when posting a payment code.

Click OK.
Click Close.