Collect a Payment at the Time of Check Out

Version 14.19
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

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