The provider can generate the invoice and send it to the Front Desk for check out for the patient to pay through the web or through the app.

The checkout flow and steps are the same for both Web and Provider App! For additional reference and information, view the Check Out Flow via Provider App article here

1. Log in to your provider account via the AR app.

Once you have generated the invoice on the AR App and applied all appropriate discounts/Promotions, tap Option in the bottom left.

2. Mark it as Frontdesk Checkout.

3. Tap OK. Once that's done, the front desk user can retrieve that invoice from either the Provider App or the Desktop Terminal on the Web, depending on your Front Desk Flow.

4. Any user with permissions has an option to check out the patient either via app or via web.

From the main screen of the app, click the 3 horizontal lines in the top right.

5. At the bottom, tap Frontdesk Checkout.

6. Tap on an invoice to bring up the invoice window and then charge the patient.

7. If the patient has multiple invoices, check each one off and hit Merge Invoices.

This comes in handy if a patient came in to receive 2 different services from 2 different providers but you only want them to swipe their card once.

8. Continue the Checkout Process like normal. If you would like to walk through the rest of the checkout process using the Provider App, click here

Alert: If you are choosing to send the invoice to the web, make sure all DISCOUNTS and PROMOTIONS are applied beforehand on the app as this cannot be done on the web.

9. From the web, click "Sales".

10. Click "Desktop Terminal". This is where you can see the invoices that were marked as frontdesk checkout by the provider via the app.

Alert: If you don't see Desktop Terminal, you'll need to have your Main Admin update your user privileges and check the Desktop Terminal box for you. Once the update is done, log out and log back in for the change to take effect.

11. Once you find the Invoice you want to checkout, click "Action". If you need to merge invoices from the Desktop Terminal, you can check multiple invoices to merge, then click "Merge & Checkout" over to the right.

12. If you need to merge invoices from the Desktop Terminal, you can check multiple invoices to merge, then click "Merge & Checkout" over to the right. If you only need to move forward with one invoice, simply click "Action" > "Checkout" for the specific invoice instead.

13. Here we see the preview screen with the current amount due and the invoice summary.

Move forward by clicking "Select" in the Payment Method section at the bottom.

14. Available payment method options will pop up for you to select the method of choice the patient wants to pay with.

A few things here to help you:

Select the payment method and in the following steps we will walk through the remainder of checkout.

15. Regardless of the payment method chosen, your next step will be this same screen.

Here, the patient can choose to tip the provider if applicable (in order for a provider to accept tips, the clinic and specific provider's settings need to be enabled through settings on the web)

If multiple providers are tied to the invoice and have the setting for tips turned on, the patient can tip each provider separately here.

The Payment Amount field at the bottom can be edited if the patient wants to split the invoice into multiple payments (i.e., half on a credit card and half via cash)

Please Note: if the AR Wallet or eGift Card payment method is selected, a notification will appear like in the photo above. Tips can't be paid using either of these payment types, so any added tip amount will roll over to be paid using a different payment method. This will reflect next to Remaining Balance Due at the bottom of the screen.

For more information you can hover over the (i) icon in the notification.

16. When there is a remaining balance to be paid after the first payment method is finished, you will be brought back to the summary screen where you can choose the next payment method the patient wishes to complete the remainder of the invoice with. This will follow the same steps as above until the total amount is accounted for.

Important: the option to add tips can only be applied through the initial payment method. If you choose a secondary payment method for a remaining balance and have not yet applied tips, you will not be able to do so and will need to complete the rest of the invoice, void it, and restart the checkout process over.

After the invoice is fully paid, the last step is to allow the patient to choose if they want their receipt emailed to them or not.