How to check-out patients

After the patient is done with his/her appointment they come back to front desk for check-out

?        At the check-out, patient will pay if needed depending on their insurance and also get their follow up appointment

?        To check-out a patient, go to schedule and find the appointment of the patient who is going to be checked out

?        Select the appointment slot, and click on “Checkout” icon from the schedule screen icons

?        This will open a new window with patient information

?        User can also find the copay or co-insurance for the patient that need to be collected

?        On the far right hand side, you can see two options; “Superbill” and “Checkout”

?        Click on superbill with open the superbill for that patient in a new screen

?        On the superbill, you can see the field for paying the copay. In the text box provided simply eneter the dollar value what is paid by the patient, and the appropriate option from “Cash”, “Check” and “Credit Card”

?        After entering the value and selecting appropriate option for method of payment, click on icon “Paid”

?        System will save the data entered with a time stamp

?        Further, user can also add and comments at the check out in the text box “checkout comment”

?        After entering all the required data, user can simply close this window

?        When the user click on the option “Checkout”, system will close this window and mark the appointment on the schedule with red color indication that it is done

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