Single-right click the patient’s appointment. Choose the selection “Set as Checked Out” to change the appointment status icon to H for checked out.
The user’s screen should redirect to the Patient Window, to show the Transaction Entry screen. This screen shows the current day’s financial transactions.
Enter the procedure(s) that should be posted for financial responsibility to the patient.
The posted procedure(s) will appear in the center of the screen.
If a patient portion is due, the user should collect the payment.
If the procedures are able to be claimed to an insurance carrier for reimbursement, a claim can be generated through the Create Claim button or through Utilities / Batch Claims Processing. Please consult the Insurance Claims section for more assistance with the generation and processing of claims (Help / Online Library / Insurance Claims).