Learn about the steps taken to check out a patient, including identifying the need for follow-up appointments and creating work or school excuses for patients.
Patient Check-out
- In the Front Desk Module, select the Check Out bucket.
- Filter for today’s appointments with an appointment status of Checking Out.
- In Grid view, choose the appropriate appointment and click on the Summary link in the far-right column of the grid to open the Appointment Review and Finalize Summary window.
- If provider has requested follow-up appointments, click on the New button on the right side of the Follow Up Appointments heading. This opens the Create Follow Up window.
- a) Select the Appointment Subtype from the dropdown options.
b) Enter "1" in the Starting In box, and select "Weeks" from the dropdown menu.
c) Select a problem from the Associated/Related dropdown, and click Add.
d) Click Save.
This will return the Appointment Rev and Finalize Summary window.
- Click the Schedule Now button. This will open the Schedule Appointments window.
- Click the Calendar icon. This will open the Select Time Slot window.
- Double click the appropriate time slot. This will populate the time and date of the appointment throughout the patient record and return the Schedule Appointments window.
- Click Save or Save and Print. This will return the Appointment Rev & Finalize window.
Note: The appointment information appears in the Appointment Rev & Finalize Summary window. - To create a work excuse or a school excuse, click on the Quick Doc button at top of summary page.
- If collecting a payment, click on the Payments button and then New. Select the appropriate choices from the fields and complete the payment.
- To print an appointment summary for the patient, use the Print button at the top of the screen.
- Select the Check Out button to close the appointment.
