Patient Left the Property. Check-Out Procedures
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This tutorial goes over managing checking-out a patient from the recurring module and closing the invoice for that patient.
IMPORTANT:
Please note this lesson does not apply if the patient is checked into the Hospital module.
Every business will have its own check-out procedures. Outlined below are some of the most common procedures.
Do not hesitate to reach out to support for recommendations!
Estimated Time to Complete – 10 Minutes
Click the tabs below based on the version of the Wise Option software you need instructions on.
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.
Recurring > Check the patient out of any recurring rates (board, supplements, etc.).
Patient File > Billing > Adjust Dates.
Select procedures > Bill.
Close invoice.
Customer Account > Send eBill and or print statement.
+/- Patient File > Departure Report.