Highlights
- Turn it on — flip the switch in Settings > Beta Features
- The ready-for-checkout queue — patients whose visit just ended or is coming up next, in one list
- Patient bands above the catalog — today’s items, banked items, package benefits, and outstanding charges all surface inline
- Sell a package and use it in the same cart — packages apply their benefits to today’s order the moment they’re added
- Your cart follows you — a Checkout in progress pill resumes an interrupted checkout for the next hour
Turn It On
1
Open Beta Features
Go to Settings > Beta Features.
2
Switch on New Checkout
Under New checkout, turn on Use new checkout. Every checkout link now opens the new flow for you.
3
Switch back anytime
Turn the switch off to return to the old checkout. Your setting is per user — teammates keep their own preference.
Haven’t switched yet? A The redesigned checkout is here message appears at the bottom-right of the old checkout page whenever you land on it fresh — before you pick a patient or start a cart. Click Try checkout v2 to jump over. Once a checkout is in progress the message hides so a click can’t discard your work.
Don’t see New checkout under Beta Features? Your clinic hasn’t been enrolled in the new checkout yet — reach out to support to have it turned on for your tenant.
What’s New
The video walks through everything below. Come back here to look up a specific label or behavior.- Two-step flow. Build on the left, then Pay, with the order ticket pinned to the right the whole time.
- Ready-for-checkout queue. Before you pick a patient, checkout shows everyone whose appointment just ended, is ending soon, or is coming up next at your location — with a membership badge on member rows.
- Search-first catalog. One search bar over a two-column list of services, products, packages, and gift cards. A barcode scanner still works — search auto-focuses on the Build step.
- Patient bands above the catalog. Everything specific to this patient shows up inline: Today’s items (from the appointment), Banked Items (already paid, redeem at $0), Package Benefits on any active package, Membership Benefits from any active membership, and Outstanding charges you can absorb into the current cart with an Undo.
- Sell a package and use it in the same cart. Add a package and its benefits appear in the Package Benefits band immediately — the covered item bills at $0 when the package template gives 100% off or a fixed dollar amount off. (Bundle-shape templates where the price is baked into the package don’t yet net the item to $0 in the same cart, so for those, redeem in a follow-up visit rather than same-cart. Selling a new membership at checkout is on the way; for now, enroll patients from their profile — existing members still get their perks applied here via the Membership Benefits band.)
- Line-item editor. Click any line to change the sold-by provider, stack multiple discounts (with a Total saved row), swap inventory lots (single-stock items only for now — items backed by more than one stock pool are best left on the auto-picked lot), or turn on Bank for later to sell now and set units aside for a future visit. When an item could belong to more than one of today’s providers, a Sold by prompt asks who did it and remembers the pick for the session.
- One window for discounts and promotions. The Add discount or promotion row opens a single window with a Discount tab and a Promotion tab. Eligibility hints (“Requires Botox in cart”) flag promos the current cart doesn’t qualify for.
- Payment tiles with context. The 8 methods — POS, Charge a Card, Cash & Other, Gift Card, Patient Credit, Loyalty Points, Payment Plan, Send Invoices — each show the relevant patient info (saved card, gift-card balance, credit balance, loyalty value) before you click.
- Payment Plan is a full page with a Back to methods link, sliders for percentage down / frequency / installments, and a schedule preview.
- Patient Credit summary-first. Just-enough credits are pre-selected (expiring-soonest first), so you don’t over-apply. Edit selection exposes the per-credit ledger; Add more credit tops up before applying.
- Send Invoices timeline. Choose a rule set or send once, and see exactly when each Email and Text goes out before you commit.
- Tip row. Preset pills for 10 / 15 / 20% and Custom — tap one and the amount updates live. Mirrors to the customer display when connected; multi-provider splits handled from the same row.
- $0 checkouts. When the total is $0.00, the method grid is replaced with a Close ticket without a payment? prompt. You can still add a tip if the patient wants to.
- Result screens. Distinct confirmations for payment success, payment plan created, invoice sent, and no-charge close. When a POS payment is in flight, a Please complete payment on {device} screen waits for the terminal.
Your Cart Follows You
If you navigate away mid-checkout, the cart is saved for 1 hour. A Checkout in progress pill appears at the bottom-right of the screen — click it to reopen the checkout with the patient, location, and cart intact. The resumed checkout lands on the Build step, so if you were partway through the Pay step (choosing a method, configuring a Payment Plan), you’ll pick a method again — the cart itself is preserved. Take payment or start a fresh checkout and the snapshot clears.Your Old Links Still Work
Links from appointment forms, patient billing tabs, the sidebar, and checklists still land on the right patient and, when a specific charge was targeted, that charge. If the new checkout is your default they open the new flow; otherwise they open the old flow with the Try checkout v2 message in the corner.Links from the Carts table that carry an existing cart aren’t wired into the new checkout yet — they open the new flow at an empty checkout for that patient. If you need to convert a draft cart, open it in the old checkout for now.
What Stayed the Same
Every payment method, discount type, and tax rule works the same. Charges, receipts, and refunds post identically for the standard payment paths. POS devices, merchant accounts, tax rates, tip displays, and custom settlement types are all configured in the same place: Payment Management. Dual pricing and surcharge fees apply the same way; see Checkout & Payment Methods for the underlying rules. Memberships, packages, banked items, patient credit, and loyalty points redeem the same way — only the UI surface changed.Need Help?
Have a question? Use the chat widget in the bottom-right corner of Decoda to reach the support team, or ask an AI assistant:“Help me with the new Decoda checkout. Docs: https://docs.decodahealth.com/guides/checkout-migration”
ChatGPT • 
Claude