Cashier Posting

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					                                                 Training
                                     University of Kentucky
                                      College of Dentistry

                                        Cashier Posting
                                           Module
Cash Posting – June 15, 2006 – Lori Bruelheide
                               Session Highlights
         Processes for posting cash, check and credit card payments received
          from the patient in the clinic
            Overview
            Demonstration/Questions
            Practice
         Session Length: 1 Hour
         Notebook Materials:
            Slides
            Notes
            Flow Chart
         Advisors:
            Lori Bruelheide, Insurance Manager
            Joann Lowery, Dental Records Manager
            Susan Lundin, Kentucky Clinic Manager


Cash Posting – June 15, 2006 – Lori Bruelheide
                                                 Cash Posting
                      Choose Rolodex icon from the Desktop or Scheduler Book view




                                                                Rolodex
                                                                 Icon
Cash Posting – June 15, 2006 – Lori Bruelheide
                                                 Cash Posting
                                                Search for an Existing Patient Record


                                                                                           Enter search
                                                                                            info here




                                                                                         Click this grey
                                                                                         button to begin
                                                                                             search




Cash Posting – June 15, 2006 – Lori Bruelheide
                                                 Cash Posting
         Access the Patient Card                                               This is the Patient
                                                                                   Card button

   Note: Patient must be selected to
   the Active List before proceeding




   Double-clicking the name will move
      the patient to the Active List




                                                      This is the Active List
Cash Posting – June 15, 2006 – Lori Bruelheide
                                                 Cash Posting
                                                     Access Transactions Window
                                                         Choose Payment Tab


   Transactions
       Icon




Cash Posting – June 15, 2006 – Lori Bruelheide
                                                 Cash Posting
                                                    Select the Payor


  If the Payor is
 not the patient,
 click this button
  to indicate the
   name of the
       patient




Cash Posting – June 15, 2006 – Lori Bruelheide
                                                 Cash Posting
                                                         Payment Code
                                             Select Payment Code using the More Button
                                                       Double-Click Selection




Cash Posting – June 15, 2006 – Lori Bruelheide
                                                  Cash Posting
                                                                              This date defaults
                                                                                to the Current
                                                                                Date. Do not
                                                                                  change it.




The Payment
    Code
selected will
display here
                                                                                   This saves
  and the
                                                                                       the
 description
                                                                                    Payment
   will be
                                                                                     entry.
automatically
 populated.



                                                         Type the patient’s
 Cash Posting – June 15, 2006 – Lori Bruelheide
                                                        check number here
                                                 Cash Posting
                                           Payment Allocation
                                                    
                         Payment Allocation cannot occur until charges are posted




   Highlight the
    service that
   is being paid
     by clicking
         the
    appropriate
        line




                                         Be sure to enter    Click the Apply
                                        the amount to be    button to finalize
                                             applied.        the Allocation
Cash Posting – June 15, 2006 – Lori Bruelheide
                                                 Cash Posting
                                                        Receipts
                                          Choose any Comments to print on the receipt




Cash Posting – June 15, 2006 – Lori Bruelheide
                                                 Cash Posting
                                                 Daily Balance Reports
                                                  
                                    Run at the end of each day for each Cash Drawer




 Choose
 the Info
 Manager
   Icon




Cash Posting – June 15, 2006 – Lori Bruelheide
                                                 Cash Posting
                                        Daily Balance Reports
                                                  
                    Select Patient Payments to show all money posted to a specific
                                       Cash Drawer/Bank Code
   Select Billing Tab




      Choose Patient                                      Choose
     Payments Report                                     “Custom”
Cash Posting – June 15, 2006 – Lori Bruelheide
                                                   Cash Posting
                                                     Customized Report
                                                                                          Search to
                                                                                            Run
                                                                                           Report




                                                                                            Choose
                                                                                           the Daily
                                                                                          Balancing
                                                                                          Report and
                                                                                             click
                                                                                            Select



Click “Pmt Entry”                                                          Click “Pmt
and Click “Current                                                         Bank” and
      Date”                                                              Enter the Bank
                                                                              Code
  Cash Posting – June 15, 2006 – Lori Bruelheide
                                                 Cash Posting
                                                  Print Report and Review
                                                 Select all records and Print




Cash Posting – June 15, 2006 – Lori Bruelheide