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Changes for page Patient Check-Out

Last modified by Bailee DeBord on 2024/06/24 16:26
From version 2.4
edited by Bailee DeBord
on 2024/04/22 18:24
Change comment: There is no comment for this version
To version 2.3
edited by Bailee DeBord
on 2024/04/22 17:10
Change comment: There is no comment for this version

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1 1  This article describes how to check a patient out and process their payment from the check out screen
2 2  
3 -~1. Navigate to **Scheduling**
3 +~1. Navigate to Scheduling
4 4  
5 -2. Go to the** Calendar** tab
5 +2. Go to the Calendar tab
6 6  
7 7  3. Click on the patient appointment that needs to be checked out
8 8  
9 -[[image:1713807873628-226.png]]
9 +4. Click check out
10 10  
11 -4. Click **"Check Out"**
11 +[[image:1713485488520-177.png||height="463" width="1140"]]
12 12  
13 -[[image:1713485488520-177.png||height="681" width="1677"]]
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15 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"]]
14 +[[image:1713805377281-512.png||height="658" width="1138"]]
17 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"]]
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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
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24 -[[image:1713808895669-924.png]]
25 -
26 -This opens the "Add Patient Payment" page.
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."
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32 -[[image:1713810106570-100.png]]
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34 -9.  Now enter the payment amount.
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36 -[[image:1713810167050-123.png]]
16 +6. Make sure that the patient billing details are correct. You can learn to access the patients billing information *here*
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