At a glance patient balance
From the schedule screen, can you display the balance due currently when hovering over the appointment to check them in or when you check them in have a screen that pops up with the balance due? We are currently placing annotations by the patients with the daily balances for quick discussion before patient heads back for therapy. I know the red dots indicate the patient has a balance, but there are several clicks to actually get to the balance due for the day.. This would increase the speed at the desk when patients have those detailed questions and quickly want to pay the balance due before or after their appt.
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Leanne commented
If they don't update with something that helps this, my advice would be to make one of the shortcuts "patient payment." Those correspond with the F keys (f1 is shortcut 1, f2 is shortcut 2 and so on) so when a pt comes in, I can quickly hit F1 and their payment box opens. Just a little shortcut if that helps.