Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

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