Once a patient arrives to your clinic, two steps are crucial to ensure you can track missing copays and missing payments easily in Stride. By following the process below as a gold standard at Check in, you will set yourself up for success and have clean Reports in Stride.
Gold Standard Check-In:
- Check-in the patient
- Collect payment due OR create outstanding charge
1. Check In Patient:
Once an appointment is checked-in or marked as a late cancel/No Show, you will automatically be directed to Collect payment at the next step.
2. Collect Payment OR Create Outstanding Charge
When Collecting a payment, the copay or Self Pay amount owed will pre load in anticipation of the patient paying in full.
In the event the patient is NOT able to pay the full amount, or to pay at all for the amount due, you can edit the amount to 0.00 OR the amount that they are going to pay. This is how you create an outstanding charge for what remains between Amount Due and Payment. In the case below, the outstanding charge created will be $40.00.
You will be directed to the Review screen next, just as you would if you were collecting a payment vs. creating an outstanding charge. Note: Instead of CHARGE 40.00, this will say ADD 40.00 CHARGE.
CONGRATULATIONS! you have now Checked-in your patient, AND either taken their payment or created an outstanding charge which will allow the charge to be tracked appropriatley on Reports.
The Appointment Block on the Scheduler now looks like this, with OUTSTANDING Added to the Right of UNPAID.
This now appears as an Outstanding Charge in the Patients Chart as well.
Anytime you Collect a payment, your will be made aware that a charge is Outstanding with the Red OUTSTANDING Box on the Appointment Details box AND when you reach the Payment Pop up. You have the option to INCLUDE OUTSTANDING CHANGE(S) at this time.
If you choose to INCLUDE OUTSTANDING CHANGE(S), they will populate in order of DOS. Just as with any payment, you can take a partial payment, or reduce the payment box to 0.00 to create an outstanding charge.
As you see below, The Payment will be taken for the combined amount as one transaction, and multiple charges.
Question: How do I review which appointments were not checked in or updated appropriately?
Answer: Daily review of your Reporting > Schedule > Appointments > Needs Update (Past) Report.
This report includes all past appointments that have not achieved a final status of Checked in or Cancel/Late Cancel/No Show.