Before checking out the patient, resolve any missed charges with your medical team. If no missed charges exist, you will see a Piggy Bank and you can proceed to check out the patient through ImproMed/Infinity.
Suggested Workflow:
Confirm there are no ‘Missed Charges’ and address if so (the piggy bank will indicate all charges have been sent)
Apply the ‘Ready To Go’ icon (this can be used to show no further charges are to be sent/the invoice audit is complete)
Process the ImproMed/Infinity invoice with the client
Check the patient out of ImproMed/Infinity to close the Instinct visit