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Wiki source code of Patient Check-Out

Version 3.2 by Bailee DeBord on 2024/04/22 18:39
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1 ==== This article describes how to check a patient out and process their payment from the check out screen. ====
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3 ~1. Navigate to **Scheduling.**
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5 2. Go to the** Calendar** tab and view the weekly schedule.
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7 3. Click on the patient appointment that needs to be checked out.
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9 [[image:1713807873628-226.png]]
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11 4. Click **"Check Out"**
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13 [[image:1713485488520-177.png||height="681" width="1677"]]
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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"]]
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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]]
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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*
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28 [[image:1713809469805-220.png]]
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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]]
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38 10. Select he Payment Method. We accept cash, check or credit/debit card. Clicking into each payment method will show options for each.