Overview of the Checkout Staff Workflow

You can review and generate documents of a patient's checkout process.

After completing the intake staff and provider workflow, the front office staff initiates and completes the patient checkout process on the Checkout template to do the following:

• Review and/or process all orders.
• Generate lab and/or radiology requisitions, if needed.
• Generate referral documents, if needed.
• Schedule future appointments as ordered.
• Generate the Patient Plan and Checkout documents, if needed.