Desktop Terminal: Checking a Patient Out from the Computer
Checking a Patient Out from the Computer
Important Note: In order to use the Desktop Terminal, the invoice will need to be created from the Aesthetic Record app. The invoice will need to be marked as a front desk checkout to be found under the desktop terminal. Discounts can not be added at this point. **A Clearent desktop reader is the only card reader available at this time
Login via web
Go to the Sales tab
You can click on the invoice and then type in the digits of the card number to take the payment!
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Use the Front Desk Checkout
Use the Front desk Checkout Please make sure that you have configured a user as a front desk user in your administrator profile before using this feature. In this article, you can learn how to: 1. Create the Invoice and Send it to the Frontdesk User ...
Create an Invoice, Check Out a Patient, or Generate a Quote
Use this method to take a payment from a patient's procedure, without a procedure, or for a balance via app If POS is enabled on your AR account, you can take a card (with or without a card reader) or cash payment from a patient via the AR app. In ...
Taking payment with your Clearent desktop card reader
Taking payment with your Clearent desktop card reader After creating an invoice inside of the Aesthetic Record app, select "Mark Frontdesk Checkout" from the "Options" menu. Then, head to your desktop. Follow these steps once you're inside of your ...
View your patient's past invoices and cancellation charges via web and app; refund or void an invoice via web Once a payment from the patient is successfully taken, the invoice/receipt will be kept under Payment History (web) or Past invoices (app) ...
Correct an Item or Amount on an Invoice
Correct an Item or Amount on an Invoice Void an invoice and send the money to the wallet via web and create a new invoice via app! Once payment is taken, you can no longer edit the information (amount and item) on an invoice, but in this article, ...