Close Visit

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Close Visit

Overview

 

This application allows the user to close any active visits. If no invoices have been generated, it will generate invoices for consultations, procedures or medicines issued, and close the visit.

 

Function

 

Closing a Visit

 

The screen will open the Visits Tab of the Appointment Capture application.

 

Select the following information:

 

All Patients - select this option if invoices for all patients must be generated.

Patient - if the above option is not selected, use the picker to select an individual patient.

Date Selection - select for which date:

oAll Dates

oSelected Range, select the range using the calendar in the top right corner.

Active Visits Only - select this option to generate results for active visits only.

 

Select the button to generate the results.

 

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To close a visit, right click on the visit in the top grid, and select the 'Close Visit xxxx' option.

 

If the patient was referred to other doctors and they were not seen, the status of that visit will be A, and will differ from the rest. The system will prompt the following screen:

 

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The user can decide to either select the 'Complete' option to change the status to visited, if the patient did actually visit the doctor, or 'Delete' option to delete the line if the visit is not necessary anymore.

 

Select the check button in the Qty field and then select the 'Accept' button to save changes and close the visit.

 

The following message will appear to confirm that the status of the visit line\s were updated. Select 'Ok' to continue.

 

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The next message will ask to create an invoice for payment and close the visit. Select 'Yes' to perform task.

 

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The system will prompt a message to ask the user if he/she would like to print the invoice related to the visit. The message will also provide the Invoice Number and Visit Number that was closed.

 

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Print preview of Invoice.

 

If the patient does not have outstanding visits the following message will appear.

 

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Select 'Yes' to create an invoice and close the visit.

 

The last message will confirm that the invoice were created and the visit is closed. To print the invoice select 'Yes'.

 

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If there is no detail attached to the visit, the record will be deleted and no invoice will be generated.

 

 

 

 

 

 

 

 

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