How to Check-Out a Patient After Completing an Appointment

Related Training
Checking Patients In and Out Recorded Class

When an appointment is marked as Complete, the patient is placed in the Checkout Queue located in the upper-left portion of the screen.
Note:
--The Checkout Queue is displayed for only the Location to which you are currently logged in, even if other Location tabs are open on your screen.
--Queued appointments are only visible for today and yesterday. To view additional appointments, navigate to the patient's Home tab or the Schedule Day View.
--If the logged-in user is a doctor or hygienist, the appointment tiles are filtered to only display their appointments. 

To check out a patient:

1. From the Checkout Queue, select the patient to expand the checkout workflow.
   
2. Under Financials, click Post Charges to display the Post New Charges window, which lists the procedures attached to today’s appointment.  Additional procedures can also be posted. Click Post Charges.
   Note: Sensei Cloud also enables you to use auto posting where you can post charges for procedures directly after completing them. See How to Auto-Post Completed Procedures for more information. 
3. To enter an adjustment (not required), click Post Adjustment, and then select Discount, Write-Off, Refund, or Contract Adjustment. Enter the relevant details and click Save Changes.
   Note: Select Write-Off to enter the Insurance write-off for the posted charges. You are prompted to enter the relevant details that are used to update Patient Due amount.
4. Under Financials, click Take Payment to open the Post New Payment window. Enter the Amount and Payment Type, and then click Post Payment.
   Note: When the Payment Type is Insurance - Check, Insurance - Credit Card, or Insurance - EFT, the Claim Number field is displayed. Select the associated claim. 
5. Click Schedule Next Appointment or Schedule Treatment Plan Items if any are listed. The Appointment window is displayed.
6. In the Print Documents section, you can select an item to print.
   - The Excuse Letter is only available during the Patient Checkout process.
   - The Daily Receipt lists a simple accounting of all transactions - charges, payments, and adjustments - posted with the current service date.
7. Click Complete Check-Out to clear the patient from the Checkout Queue.

Note:  Click Resume Appointment to close the Checkout window and change the appointment status from Complete to Seat.