In most offices, three tasks are typically completed
as a patient checks out after a visit. The Fast Checkout button 
, combines these
three tasks. With the click of a button you can collect a payment, generate
an insurance claim, and print a receipt (walkout). Also, you can have
a patient's clinical summary uploaded automatically to his or her patient
portal, if you have a subscription to use Patient Portal.
Note: Setting up checkout options requires the "Ledger Setup" security right.
To customize the options for the Fast Checkout button
In Ledger, on the File menu, click Set Checkout Options.
If applicable, do one of the following:
If the Password - Ledger Setup dialog box appears, user verification has been assigned to the "Ledger Setup" task. Do one of the following:
If your user account has been granted the "Ledger Setup" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Ledger Setup" security right, have a user with permission temporarily override this restriction so you can set up checkout options this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Ledger Setup" security right. To have a user with permission temporarily override this restriction so you can set up checkout options this one time, do the following:
On the message, click Yes.
In the Password - Ledger Setup dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Checkout Options dialog box appears.
Select or clear the following checkboxes as needed to specify which tasks you want to complete when you click the Fast Checkout button:
Enter Guarantor Payment - Whether to post a patient payment or not to post a payment. With this checkbox selected, Dentrix Enterprise will automatically open a dialog box so you can enter a payment.
Create Insurance Claim - Whether to create an insurance claim for today's procedures or not to create a claim. With this checkbox selected, select one of the following options: Batch (the claim will be sent to the Batch Processor in Office Manager) or Print (the claim will be printed immediately with the default printer for Office Manager).
Walkout - Whether to print a receipt (walkout) for the patient or not to print a receipt. With this checkbox selected, select one of the following options: Batch (the walkout will be sent to the Batch Processor in Office Manager) or Print (the walkout will be printed immediately with the default printer for Office Manager).
Send Clinical Summary to Portal - Whether to send a clinical summary to the patient portal of the patient for whom you want to perform a fast checkout or not to send a clinical summary.
Notes:
A patient for whom you want to perform a fast checkout must have a Patient Portal account set up (the account is free of charge to the patient).
Your user account must be licensed and set up to use Patient Portal (this requires a paid subscription).
Always Show Checkout Options - If the tasks that you perform as a patient leaves vary, to have the Checkout Options dialog box appear each time that you click the Fast Checkout button (allowing you to select the correct options for each patient individually), select this checkbox. To not be prompted to select check out options each time, clear this checkbox.
Click OK.