Checkout

Check out a single appointment

Take payment for one completed visit.

1. On the Ready for Checkout tab, find the patient's row. Use the Search patients... box to filter by name if needed.
2. Click the Checkout button at the end of the row to open the Patient Checkout dialog.
3. (Optional) Add products, a discount, pre-pay, wellness card, or CHI Cash — see the other tasks.
4. Under Payment Method, choose Card, Cash, or Check, then take payment.
5. Click Complete Checkout.

💡 Tip: A patient only appears in the queue after their appointment is marked completed. Discount, CHI Cash, and Wellness Card options appear only when the visit qualifies.

Check out several same-day appointments at once

Combine a patient's multiple same-day visits into one payment.

1. In the queue, find a patient showing a number badge (for example "2 appointments") and a right-facing arrow at the start of the row.
2. (Optional) Click the row to expand it and see each appointment's practitioner, service, and time. Click again to collapse.
3. Click the Checkout All button on that patient's row to open the Consolidated Checkout dialog.
4. Review the Total Summary card, choose a Payment Method, and take payment.
5. Click Complete Checkout ([n] appointments).

Add products to a checkout

Charge for products alongside the visit.

1. In the checkout dialog, find the Add Products card.
2. To add a serialized item, click Scan or type serial, scan the barcode or type the serial (e.g. "CHI000123"), and press Enter. Each scan adds one item.
3. To add a non-serialized item, click Search products..., type to find it, and click the product. It is added with quantity 1; use the minus and plus buttons to change quantity.
4. After adding a product, use the Product Commission Attribution card to set who gets commission — open each dropdown and choose House Account or a practitioner.
5. To remove an item, click the X on its chip.

💡 Tip: Products linked to an active prescription show a Token badge and are attributed automatically — you can still override the choice.

Pay with pre-pay credits

Cover a visit using a patient's pre-pay package.

1. In the checkout dialog, find the Use Pre-Pay Credits card. Eligible packages list the name, who bought it, the remaining balance, and an "Appointment charge" amount.
2. Click the package you want to use.
3. Confirm Amount Due Today shows $0.00 (no terminal payment needed), then click Complete Checkout.

💡 Tip: Selecting a pre-pay package hides the discount and CHI Cash cards because the visit is fully covered. Leave Pay with regular payment methods selected to skip pre-pay.

Apply a discount or CHI Cash

Lower the total with a discount or the patient's CHI Cash credit.

1. For a discount, click the Apply Discount button in the Apply Discount card.
2. In the Apply Discount dialog, pick a discount (each shows its name, description, and resulting Final Price), then click Apply Discount.
3. For CHI Cash, click Use CHI Cash in the CHI Cash Credit card, enter an Amount to Use, and click Apply.
4. Each applied credit appears as a green line in the Charge Summary and lowers the total.

💡 Tip: If a discount says "Requires manager override," get approval before applying. CHI Cash caps at the available credit or the amount owed.

Take a card payment at the terminal

Charge the patient's card through the Dejavoo terminal.

1. In the Payment Method card, click Card, then Pay with Card (amount).
2. When you see "Present card on terminal," have the patient tap, insert, or swipe.
3. On success you'll see Payment Approved with the card type, last 4 digits, and auth code.
4. If it fails, click Try Again, or Record as Card (no terminal) to log it without the terminal.
5. Click Complete Checkout.

💡 Tip: For card payments, Complete Checkout stays disabled ("Pay at Terminal First") until the terminal approves or you choose Record as Card (no terminal). A Terminal Online / Offline indicator shows next to Payment Method.

Sell products without an appointment (Quick Sale)

Sell products to a patient who has no appointment in the queue.

1. Click the Quick Sale tab.
2. In the Select Patient card, click Search or select a patient... and pick (or create) the patient.
3. In the Add Products card, scan a serial or use Search products... to add items.
4. In the Order Summary, set each product's Commission: dropdown to House Account or a practitioner.
5. Under Payment Method, choose Card, Cash, Check, or PrePay, and take payment.
6. Click Process Payment (amount).

💡 Tip: PrePay is only enabled when the patient has available packages, shown with an "[n] available" badge — then pick one under Select PrePay Package.

Void a payment or return products

Reverse a past checkout from the Checkout History tab.

1. Click the Checkout History tab and find the checkout in the table.
2. To void, click the red Void button (shown only on Credit Card payments made today through the terminal), review the details in the Void Card Payment? dialog, and click Void Payment.
3. To return products, click the orange Return button (shown for product sales within the last 30 days), select the product, set the Quantity to Return, and add an optional Return Reason.
4. For a card sale, leave Refund to card checked to send the refund to that card, then click Process Return.

💡 Tip: Voiding cannot be undone. The 30-day return window is enforced. After a void or return, the history table does not auto-refresh — reload the page to see the updated row.