Version 20.17
Path: Clinical, Practice Management, Billing tab > Schedule button
About
Below you will learn the ways to mark a patient's appointment as Checked Out. Checking a patient out involves marking an appointment Checked Out, collecting payments, printing excuse notes, and making future appointments.
Mark an appointment Checked Out from the Tracking window
- Following the path above, select the Tracking radio from the Calendar/Schedule window.
- Click on the appointment from the list that needs to be checked out, and do one of the following:
- Use the dropdown arrow from the Visit Status column, and select the Checked Out option, this will time stamp the checked-out time for the patient.
- Click on the checkout clock from Tracking to check the patient out, this will time stamp the checked-out time for the patient.
- The appointment will display in a gray color and indicate a "checked out" text in the Visit Status column.
Mark an appointment Checked Out from the Tracking window
- Following the path above, select the Tracking radio from the Calendar/Schedule window.
- Right-click on the appointment and select the Visit Status option.
- From the Visit Status list, click on Checked Out.
- The appointment will display in a gray color, indicating to everyone looking at the schedule, that this patient is Checked Out.
Version 14.19
Path: Smart Toolbar > Schedule button
Overview
This page will instruct you on how to check out a patient. Checking a patient out involves marking an appointment as Checked Out, collecting payments, printing excuse notes, and making future appointments.
Check a Patient Out from Tracking
- Click the Schedule button .
- Click the Tracking tab .
- Use the dropdown arrow on the Visit Status column and select _Checked Out_. This will time stamp the checked out time for the patient.
Tracking Tab: Visit Status
- The appointment color will turn to a gray color, and indicate "checked out" text in the Visit Status column.
Tracking Tab: Visit Status
OR
You may click on the checkout clock from Tracking to check the patient out. This will time stamp the check out time for the patient.
Tracking Tab: Checkout Clock
Check a Patient Out from Calendar
- Click on the Calendar tab of the Schedule.
- Left-click on the appointment to select it.
- Right-click on the appointment.
- Select the Visit Status option and click on Checked Out from the dropdown menu.
Add/Edit Appointment: Visit Status
- The appointment for the patient, will turn a gray color, indicating to everyone looking at the schedule, that this patient is Checked Out.
Add/Edit Appointment