Patient Left the Property. Check-Out Procedures

Overview

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

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

Step-by-Step Guidance

1. Recurring > Check the patient out of any recurring rates (board, supplements, etc.).

2. Patient File > Billing > Adjust Dates.

3. Select procedures > Bill.

4. Close invoice.

5. Customer Account > Send eBill and or print statement.

6. +/- Patient File > Departure Report.

Web App

This feature is not relevant or present on the Web App version of Wise Option.

Mobile App (iOS/Android)

This feature is not relevant or present on the mobile application version of Wise Option.

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Resources

Changing Patient OwnershipDeparture Report