Patient Checkout Using Exit Workflow Compliance

The clinical team has just finished working on a patient. Now, they need to post the procedures and send the patient up front to check out. The Patient Routing panel is the quickest way to communicate between the clinical team and the front desk team. This tool gives you up-to-the second updates on what procedures have been posted and lets you quickly navigate to all the areas of Ascend Academic needed for checkout. Additionally, the Exit Workflow Compliance feature helps make sure you schedule the next recare appointment, gather missing contact information, and collect a payment from the patient.

Watch this video to learn how to check out a patient using exit workflow compliance. (Duration: 2:48)

Additional Information

• You can view all or specific operatories.

• The pin will disappear if you are zoomed in too much. It depends on your monitor size. To get the pin back, zoom out, pin it, and then zoom back in.

• The Post button displays so you can post procedures that have not been treatment-planned. The button displays as Complete when those procedures are part of a treatment plan.

• The Appointment task only displays when the next primary recare appointment has not been scheduled.

• The Collect Phone Number and Collect Email tasks only display if that information is missing.

• The Collect Payment task only displays when there is a balance to collect.