You can enter a payment, generate a walkout statement, and create claims at the same time for a patient when that patient is ready to check out after a visit.
To check out a patient
How to get there
Use the Patient Search box to access a patient's record.
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
From the Patient menu, under Financial, clicktap Ledger.
The patient's Ledger page opens.
On a patient's Ledger page, clicktap Patient Walkout.
The Patient Walkout dialog box appears.
Perform the necessary tasks on the following tabs for checking the patient out after his or her visit:
Create Claims tab
Select the check boxes of any completed procedures posted to the patient's ledger that are not attached to claims.
ClickTap Create Claims.
All procedures with the same Service Date will appear on one claim, and separate claims will be created for each unique date of service.
Send Claims tab
Select the check boxes of the claims that you want to send.
ClickTap Send Selected Claims.
Type the Amount of the payment.
Select a payment Type.
The other payment options become available.
Set up the payment details as needed.
ClickTap Save Payment.
Repeat steps a - d for any other payments that you need to post.
Set up the following walkout statement options as needed:
Guarantor View - Select this option to include transactions for the current patient and all patients who have the same guarantor as the current patient.
Patient View - Select this option to include transactions for the current patient.
Statement Message - Type a message that you want to have appear at the bottom of the walkout.
Include credit card payment options - Select this check box to have credit card payment options appear on the walkout.
Include due date as - Select this check box to have the specified date entered as the due date on the walkout.
Note: You can choose a date that is 1 to 180 days in the future. However, industry consultants recommend that the due date be 30 days, which is the default.
ClickTap Print Walkout Statement.
A .pdf version of the walkout appears.
Note: A balance forward amount will appear on the walkout for the account's balance up to today's date.