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