Version 14.19
Path: Clinical, Practice Management, or Billing tab > Schedule button > Tracking radio button
Overview
In this article, you will learn 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
- Left-click to select the patient's appointment.
- Right-click on the appointment.
- Select Add/Edit Appointment from the drop-down menu.
- In the Payment Received field of the Add/Edit Appointment window, click on the Credit Card button
. The Patient Credit Account is displayed.
- Enter the Pay Method.
- Enter the Credit Amount.
- 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
- Left click to select the patient's appointment.
- Right click on the appointment.
- Select Add/Edit Appointment from the dropdown menu.
Tracking Tab: Add/Edit Appointment
- Click on the Credit Card button
, this will open the Patient Credit Account.
- Enter Payment Method.
- Enter Credit Amount.
- Click Save/Post.
Add/Edit Appointment: Patient Credit Account