In room check out is when our check out person will go to the suite the patient is in and complete the checkout procedures in the suite. As of now, this is typically for procedures that have a same day delivery,for example:same day crowns. They will call you in before the final delivery has been started/completed.
When you are needed for an in room check out, you will be called on the headset and be told a suite number to go to. Respond to the call that you are on your way or an ETA on your arrival. Take a card terminal and a tablet with you to the room.
When you get to the room, the clinical staff will introduce you to the patient and then do a traditional hand off. After the hand off is complete (with next appointment scheduled and questions asked and answered), we will set the current appointment complete to get the charges to the account section of Open Dental.
The Appointment will appear gray like shown above. The Business Team only sets appointments complete when we are doing in room check out. When a patient is brought to the front like normal, the clinical staff will set the appointment complete. After the appointment is set complete, attach the procedures done today to a claim for insurance and complete the taking payment process.
