Entering payments with Easy Checkout

In most offices, three tasks are typically completed as a patient checks out. In the Accounts toolbar, you can click Easy Checkout to collect a payment, generate an insurance claim, and print a receipt.

To enter a payment with Easy Checkout

1.   Select a patient.

2.   If you have not already posted the completed procedures for the day, post them at this time.

To learn more, click Entering procedures.

3.   In the Accounts toolbar, click Easy Checkout.

The Enter Payment dialog box appears.

·        Type the patient’s payment, and then click OK. To learn more, click Entering payments.

·        If the patient has insurance, a claim is created automatically for procedures posted on the current date. The claim is printed, sent to the Batch Processor, or sent electronically.

·        A walkout statement prints. To learn more about setting options and changing defaults, click Printing walkout statements.

Note: To change the settings for Easy Checkout, click Setting Easy Checkout options.