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.

Collect a Payment at the Time of Check Out

Version 14.19
Path: Schedule > Tracking

Overview

This page will instruct you on how to collect a payment at check out and how to print a patient statement all from within the Tracking window of the Schedule.

How to Print a Statement from the Tracking Tab

Left-click to select the patient's appointment and then click on the Statements button.

How to Check a Patient Out from the Tracking Tab

  1. Left-click to select the patient's appointment.
  2. Right-click on the appointment.
  3. Select Add/Edit Appointment from the drop-down menu.

  1. In the Payment Received field of the Add/Edit Appointment window, click on the Credit Card button . This will open the Patient Credit Account.
  2. Enter the Pay Method.
  3. Enter the Credit Amount.
  4. Click Save/Post.

Version 14.10
Path: Smart Toolbar > Schedule button

Overview

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.

How to Print a Statement from the Tracking Tab

Left click to select the patient's appointment and then click on the Statements button.

How to Check a Patient Out from the Tracking Tab

  1. Left click to select the patient's appointment.
  2. Right click on the appointment.
  3. Select Add/Edit Appointment from the dropdown menu.

Tracking Tab: Add/Edit Appointment

  1. Click on the Credit Card button , this will open the Patient Credit Account.
  2. Enter Payment Method.
  3. Enter Credit Amount.
  4. Click Save/Post.

 Add/Edit Appointment: Patient Credit Account