We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Check a Patient 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

  1. Click the Schedule button .
  2. Click on the Tracking tab  .
  3. 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  

  1. 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

  1. Click on the Calendar tab of the Schedule.
  2. Left-click on the appointment to select it.
  3. Right-click on the appointment.
  4. Select the Visit Status option and click on Checked Out from the dropdown menu.

Add/Edit Appointment: Visit Status 

  1. 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 


Version 14.10
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

  1. Click the Schedule button .
  2. Click on the Tracking tab  .
  3. 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  

  1. 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

  1. Click on the Calendar tab of the Schedule.
  2. Left-click on the appointment to select it.
  3. Right-click on the appointment.
  4. Select the Visit Status option and click on Checked Out from the dropdown menu.

Add/Edit Appointment: Visit Status 

  1. 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