Cash Batch Posting from the Clinic

Summary

Clinic users can reconcile the payments taken in the clinic using the Cash Reconciliation function. However, the system requires the user to then log into the Billing program to post these payments to the Accounts Receivables. Urgent Care clients have requested to allow secured users to handle the daily cash postings from the Clinic system as well.

Security levels exist for Reporting which include a user having access rights to the Cash Drawer Reconciliation from the Clinic system. If the user has this security level, they will have access to the Cash Recon button on the Reporting Nav bar and will to be able to edit copay batch totals. They will also be able to print copay batch edit lists, and then post the copay batches to the A/R (so that the billing office does not have to be involved at all).