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Check Out a Patient via the AR iOS App
Check Out a Patient via the AR iOS App

With POS enabled, you can take payments through the AR iOS app 1. From a patient's procedure 2. Without a procedure (Quick Pay).

Updated over a week ago

1. Check out a Patient After a Procedure

1. Log in to your account via the AR iOS app. Tap the blue icon in the bottom right, then the magnifying glass icon. Type in the patient's name in the search box and click on their profile once it appears.

From the patient's timeline, search for the procedure you want to take a payment from, and then hit the TAKE PAYMENT button.

2. Or if you are already in the procedure, hit the credit card icon at the top. You'll then be taken to the cart screen.

3. From the cart screen, you'll see the invoice automatically pops up and that the charted inventory items have been added to the cart. If you want to add more items to the cart, swipe the invoice down and use the search box at the top to locate the item you want to add. Once the item shows up, tap on it to add it to the cart.

4. If you want to apply the membership pricing, just toggle MEMBER PRICING on.

Hit Promotions if you want to apply discounts or sell packages and BOGOs.

5. To redeem a wallet item for the patient, click Wallet and then tap on any of the wallet items below. (These are items that were previously purchased as part of a package or promotion.)

6. Tap Redeem to redeem Alle, Aspire, Evolus, or Xperience points. This MUST be done before moving on to the checkout screen.

7. Other features:

-Apply an item discount by tapping the item's name and entering the custom % or $ off discount.

-Update the number of units by clicking on the number in the box

-Delete an item by tapping the minus icon on the right; delete all items by tapping REMOVE ALL below.

8. If you tap OPTION in the bottom left, you'll be presented with the following options:

-Mark Frontdesk Checkout: Choose if the Frontdesk user will check out the patient

-Generate Quote: Select this if the patient wants to see a quote before paying
โ€‹-Staff Treatment: Hit this if the invoice is for a clinic employee and will zero out the invoice
โ€‹-Save for Later: Tap to save the invoice to the patient's profile

9. Once you're ready to charge the patient, hit the blue Checkout button in the bottom right.

10. If the patient has multiple unpaid invoices, you can merge them and have the client pay all at once or you can resume checkout for just the single invoice.

11. On the checkout page, you can add the tip (optional) from the patient. Once ready, select payment method.

12. The available payment methods are Card, Cash, AR Wallet(Dollar Credits), GreenSky, Check, Gift Card (to redeem, enter the 16 digit redemption code that was emailed to the recipient) , and other patient financing options (such as Cherry, Klarna, & Care Credit.)

Important note: The only payment method that will require you to enter the patient's CC details or swipe their card is Card. If you choose Care Credit, the app won't ask you to enter the patient's CC details.

Before hitting Charge, Tender, or Use to record the payment, make sure all the details are correct and the discounts, points, and the tip are already added because once the payment is recorded, the only information you can change on the invoice is the employee's name.

13. Hit charge. You can also split payments by editing the payment amount of one payment method and finish the payment using another method.

14. You can choose to email the receipt or not.

15. You must make sure you see Payment Successful to know that the payment went through.

Tip: [[If you're using a Stripe card reader (BBPOS), please click here: ]]Connect Stripe Card Reader

If you're using a Clearent card reader (VivoPay), please click here: VP3300 Bluetooth Card Reader

Take a Payment Without a Procedure using QuickPay

16. This comes in handy if the patient decides to purchase just products (such as skin creams and lotions) or prepay for a discount package and redeem it on their next visit.

From the All Patients page, tap the blue icon in the bottom right and then the credit card icon. Select Patient, search for the patient's profile and tap on it. Tap the clinic and then you'll be taken to the cart screen. Follow same directions as above and tap the items you are wanting to add to the cart.

Tip: We recommend you always check out as PATIENT and not GUEST that way you have their information in case of a refund or return.

17. Once the items are in the cart, it will default to sending the items to the wallet. Once you have added your items/packages to the cart, "swipe left to remove from wallet" will appear on services items and packages. If you do not want to send it to the wallet, swipe left.

Complete check out process like normal.

Tip: Tip! This is why we do not recommend using the POS QuickPay for anything other than retail items or pre-purchasing packages. If someone came in for filler and you take payment via QuickPay, the system will assume it is a prepay to use in the future and will send to the wallet.

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