Setting Easy Checkout options

Using the Easy Checkout feature, you can perform several tasks at once. You can choose which functions you want to perform.

For more information, see Using Easy Checkout.

To set Easy Checkout options

1.   In the Accounts toolbar, click Setup, and then click Easy Checkout Options.

The Easy Checkout Options dialog box appears.

 

2.   Do one or more of the following:

·        Enter Account Payment - Select to make a payment on the patient’s account.

·        Create Insurance Claim - Select to create an insurance claim for the current date's procedures, and then click where you want the claim sent:

·        Batch - Select to send the claim to the batch processor.

·        Send Electronically - Select to submit the claim electronically.

Note: You must first set up an eServices account to use this feature.

·        Print - Select to send the claim directly to the printer.

·        Walkout - Select to create a walkout statement or receipt, and then click where you want the walkout statement sent:

·        Batch - Select to send the statement to the batch processor.

·        Print - Select to send the statement directly to the printer.

3.   To save your settings, click OK.