Closing/ Re-Opening a Day in AgileEMR

Closing/ Re-Opening a Day in AgileEMR

In order to close a day in AgileEMR, make sure the following tasks have been completed.

• All appointments scheduled for the day have been Arrived, Cancelled, or Rescheduled
• All payments have been posted to patient’s account for that day.

Once the above steps have been completed, please follow the steps below in order to open or close a day. 

Closing a Day

• Go to the AgileEMR Home Screen
• Verify your Register Location is the location you need to open the day for

• Scroll down to the Register Summaries calendar on the AgileEMR home page

• Click the day on the calendar that needs to be closed
• Click the Print Report button in the End of Day Summary pop up window before the day is closed and file it with the signed receipts for the day

• Click the Close Day button in the End of Day Summary pop up window

**Note: The closed days will have an X on the calendar.

Re-Opening a Day

• Go to the AgileEMR Home Screen
• Verify your Register Location is the location you need to open the day for

• Scroll down to the Register Summaries calendar on the AgileEMR home page

• Click the day on the calendar that needs to be re-opened
• Click the Reopen Day button in the End of Day Summary pop up window