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.

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:

Select List > Patient. The Patient List window is displayed.
Type the patient name in the Find field and press Enter.

Select the record and select Patient Info/Forms > Routing Slip from the Options menu. The Output Options window is displayed. Select the output option and click OK.
Click Close.