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Changes for page Patient Check-Out

Last modified by Bailee DeBord on 2024/06/24 16:26
From version 1.1
edited by Bailee DeBord
on 2024/04/18 23:56
Change comment: There is no comment for this version
To version 2.6
edited by Bailee DeBord
on 2024/04/22 18:36
Change comment: There is no comment for this version

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1 -Patient Check-Out
1 +Patient Check-Out and Payment
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1 +==== This article describes how to check a patient out and process their payment from the check out screen. ====
2 +
3 +~1. Navigate to **Scheduling.**
4 +
5 +2. Go to the** Calendar** tab and view the weekly schedule.
6 +
7 +3. Click on the patient appointment that needs to be checked out.
8 +
9 +[[image:1713807873628-226.png]]
10 +
11 +4. Click **"Check Out"**
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13 +[[image:1713485488520-177.png||height="681" width="1677"]]
14 +
15 +5. Ensure patient charges are correct. The diagnosis code and the patient total need to accurately reflect the services rendered. If there are no charges learn how to add them *HERE*
16 +[[image:1713805377281-512.png||height="970" width="1678"]]
17 +
18 +6. Make sure that the patient **Billing Details **are correct. If they have insurance make sure to select **"Insurance"**, if they do not make sure to select **"Self Pay."**  You can learn about patient billing details *here*
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20 +[[image:1713807011175-200.png||height="973" width="1682"]]
21 +
22 +7. Once you have ensured that the Billing Details are correct, click the **"Make Payment" **button if the patient needs to make a payment at the time of service
23 +
24 +[[image:1713808895669-924.png]]
25 +
26 +This opens the "Add Patient Payment" page. Fill out the Payment Type, Amount and Payment Method. Learn more about the Patient Payment screen *here*
27 +
28 +[[image:1713809469805-220.png]]
29 +
30 +8. Select the payment type. Most transactions should be labeled as "FFS - Fee for Service" or for the Medicare non-covered charges of $20.00 "PR - 96 - Non-covered charges."
31 +
32 +[[image:1713810106570-100.png]]
33 +
34 +9.  Now enter the payment amount.
35 +
36 +[[image:1713810167050-123.png]]
37 +
38 +10. Select he Payment Method. We accept cash, check or credit/debit card. Clicking into each payment method will show options for each.
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