The Quick Pay window is typically utilized during the Check In/Out process. However, this window has several areas it can be accessed from and it's purpose is to allow the documentation or review of payment, claim entry, orders, prescriptions, letter, print queue, demographics, eligibility, intakes, photograph, insurance card image, and authorizations for the patient.
The Quick Pay window view may alternate between users as its settings are customizable. Click here to review the settings that alter the Quick Pay window view.
The Quick Pay window settings allow a user to determine which of the available tabs/sections they want to display and then, when in List View, which of those sections should be expanded.
To access the setting, click the gear (third button) button on the left upper corner of the Quick Pay window.
Users can determine what type of display they prefer: List View or Tab View (see example section at the bottom of this page):
- Tab View where only one section at a time will display.
- List View, where the sections allow continuous scrolling.
Quick Pay settings:
- Move Up button allows the user to move the selected tab/section up in the order it is displayed.
- Move Down button allows the user to move the selected tab/section down in the order it is displayed.
- Show As toggle allows the view change of the Quick Pay window.
- Enabled checkboxes allows the selection of the tab/section to display on the Quick Pay window for the user.
- Expanded checkboxes allows the selection of the sections that should be expanded when the Quick Pay window is opened as List View.
- Save Settings button allows the user to save the selected settings.
The Quick Pay window can be accessed from several places. Below are the different places a user will typically access the Quick Pay window from.
Appointment status change:
Based on the appointment status change settings (typically check in/out) of your database the Quick Pay window may be set to open. This means that when you right click on an appointment on the iScherduler and click check in as an example the Quick Pay window will open.
Check In/Out Dashboard:
The Check In/Out Dashboard also has the Quick Pay window embedded into it. That means that any time you select a patient within the Check In/Out Dashboard you are viewing the Quick Pay window.
Patient Setup:
From time to time you may need to access the Quick Pay window for a patient without the patient having an appointment. This can be done by going to the Patient Setup and opening the Quick Pay from the More drop down.
The Quick Pay window contains multiple tabs/sections that can be displayed based on the Quick Pay Settings. Below is a brief overview of each tab/section of the Quick Pay window.
Receipt:
The Receipt tab of the Quick Pay will allow the documentation of a patient payment (co-pay, general payment, payment plan, etc...), the printing of a patient receipt, and the validation of a patient's demographics.
Claim:
The Claim tab of the Quick Pay window allows the entry of a new charge for the patient. You can also view existing charge entries as well.
Order:
The Order tab of the Quick Pay window allows the viewing of open orders for the patient and for users to be able to close them.
RX:
The RX tab of the Quick Pay window allows the review of the patient's prescriptions.
Letter:
The Letter tab of the Quick Pay window allows letters to created, reviewed, and printed for the patient.
Print:
The Print tab of the Quick Pay window provides access to the patient's print queue allowing the items assigned to the patient's print queue to be printed.
Patient:
The Patient tab of the Quick Pay window will allow the reviewing of the patient's demographics and also display the outcome of the patient validation.
Elig:
The Elig tab of the Quick Pay window allows to view the latest eligibility check for the patient along with allowing a new eligibility check to be completed.
Intake:
The Intake tab on the Quick Pay window will allow you to view intake assignments and allow the assignment of an intake.
ID:
The ID tab of the Quick Pay window allows the viewing and addition of a patient photograph, patient ID, primary insurance card, secondary insurance card, and pharmacy benefit card.
Auth:
The Auth tab of the Quick Pay window allows the viewing and addition of the patient authorizations.
