Check Out and End of Day

Articles

Reconcile Monies Received on a Daily Basis - Front Desk
Follow the steps in this article to balance all monies collected for a date of service at the end of each shift.
Print Single Superbill
This page will instruct you on printing an individual superbill.
Print Batch Superbills
This page will instruct you on printing batch superbills.
Check a Patient Out
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, etc.
Collect a Payment at the Time of Check Out
This page will instruct you on how to collect a payment at check out and how to print a patient statement all from within Tracking.
Print a Receipt at Checkout
This page will instruct you to printing a receipt at checkout.
Print Next Appointment Reminder
This page will instruct you on how to print a next appointment reminder letter.
Print a Missed School or Work Note
Learn how to print a Missed School or Work Note from both the Calendar Schedule and Tracking Schedule.
Standard and Custom Patient Forms/Reports
Standard patient-specific forms, such as Demographic print-outs, Immunization records or generic School/Camp reports, are available to be printed from OP or sent to the patient's portal account.