Check a Patient Out

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

  1. Following the path above, select the Tracking radio from the Calendar/Schedule window.
  2. 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.
  1. 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

  1.  Following the path above, select the Tracking radio from the Calendar/Schedule window.
  2.  Right-click on the appointment and select the Visit Status option.
  3. From the Visit Status list, click on Checked Out.
  4. 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

  1. Click the Schedule button .
  2. Click 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