The Fast Checkout button combines the three tasks that are typically completed as a patient checks out after a visit. All at one time, you can collect a payment, generate an insurance claim, and print a receipt. Also, if you are using the Updox Patient Portal, you can have a clinical summary uploaded automatically to a patient's portal. You can customize the Fast Checkout button to meet the needs of your office.
Note: Performing a fast checkout requires the "Fast Checkout" security right.
To use Fast Checkout
With a patient selected in Ledger, if you have not already done so, post the completed procedures for the day for the patient.
On
the toolbar, click the Fast Checkout
button 
.
If applicable, do one of the following:
If the Password - Fast Checkout dialog box appears, user verification has been assigned to the "Fast Checkout" task. Do one of the following:
If your user account has been granted the "Fast Checkout" 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 "Fast Checkout" security right, have a user with permission temporarily override this restriction so you can perform a fast checkout 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 "Fast Checkout" security right. To have a user with permission temporarily override this restriction so you can perform a fast checkout this one time, do the following:
On the message, click Yes.
In the Password - Fast Checkout dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If the checkout options are set up to have the Checkout Options dialog box appear each time that you click the Fast Checkout button, the Checkout Options dialog box appears. Specify which tasks you want to complete.
Note: Any changes are saved for the next time you perform a fast checkout.
Do the following:
Select or clear the following check boxes as needed to specify which tasks you want to complete:
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.
If the checkout options are set up to post a patient payment, the Enter Payment dialog box appears. Post the patient payment.
Note: Posting a patient payment as part of a fast checkout requires the "Guarantor Payment, Edit" security right.
If the checkout options are set up to create an insurance claim, and if the patient has insurance coverage, Dentrix Enterprise creates a primary dental or medical insurance claim for the procedures that have been posted today for the patient.
Notes:
Creating an insurance claim as part of a fast checkout requires the "Insurance Claims, Edit" security right (to create the claim) and the "Batch Processor, Print/Display Reports" security right (if printing the claim).
If the patient does not have insurance coverage, a message box appears, stating that an insurance claim was not created. Click OK.
If the checkout options are set up to generate a walkout, according to the default walkout options, any of the following reports may be generated:
A family walkout.
A doctor's statement.
An appointment reminder card.
The applicable reports are either sent to the default printer for Office Manager or sent to the Batch Processor.
Note: Printing a family walkout, doctor's statement, and/or appointment reminder card as part of a fast checkout requires the "Batch Processor, Print/Display Reports" security right.
If the checkout options are set up to send a clinical summary to Patient Portal, do the following:
If the patient does not have an active Patient Portal account set up, a message appears, asking if you want to create one for the patient (the account is free of charge to the patient). To continue, click Yes, and then create a portal account for the patient.
The Clinical Summary dialog box appears.
For Select Date of Visit to Export, today's date is selected by default, but you can specify a different date to export information for that visit. To change the date, do one of the following:
Enter a date (in a m/d/yyyy format) in the box.
To select a date, do the following:
Click the corresponding calendar icon to view a month calendar.
Navigate to the correct month using the left and right arrows.
Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.
Click the correct day.
Under Select Items to Include, to specify what information you want to include in the summary, do any of the following as needed:
In the list, click a selected item to deselect it. Information that corresponds to the deselected item will not be included.
In the list, click a deselected item to select it. Information that corresponds to the selected item will be included.
Note: To quickly select all items, click Select All. To quickly deselect all items, click Clear All.
To save your selections in the list for the next time you access this dialog box, click Save As Default.
Click Generate.
Dentrix Enterprise uploads a copy of the patient's clinical summary to that patient's portal.
Notes:
Setting up a patient's portal account, and generating and sending a clinical summary to Patient Portal as part of a fast checkout requires the "Patient Health Exchange, Open" security right.
Your user account must be licensed and set up to use Patient Portal (this requires a paid subscription).