Patient Check-Out
Navigate to the patient’s BILLING tab.
Click on the invoice marked DUE.
If it is marked OPEN, the provider has not finalized the invoice, and the patient is not ready for checkout.
Select CHECK-OUT or Text/Email to Pay.
Select the payment method from the drop-down.
After selecting the payment method, if paying in cash, input the amount given to you by the client into the PAY NOW section.
Change is calculated.
Include any relevant notes in the NOTES section.
a. Amount of change provided, initials of the person who made the change, etc.Select MARK AS PAID.
IF AN INTEGRATED PAYMENT PROCESSOR WAS USED, THE INVOICE WILL AUTOMATICALLY BE MARKED AS PAID ONCE THE PAYMENT IS APPROVED.
- If text to pay or email to pay is enabled for your location, select the appropriate button at the top of the invoice to send a secure link to the client for payment. This option may only be used for credit cards. The status will auto-populate once paid, and the invoice will be marked as paid once approved. See Text/Email to Pay
ONCE PAYMENT IS TAKEN, THE INVOICE CANNOT BE RE-OPENED.