Tracking Patients in the Office > Handling InOffice Transactions > Checking Out Patients

Setting Patient Check Out Options

To set up patient check out options:

1. Select System > Change System Settings > General System. The General System Settings window is displayed.

2. Click Edit.

3. Select an option:

4. 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.

5. 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.

6. 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.

7. 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.

4. Click OK.

5. Click Close.

Related Topics

Reconciling Treatment Plans