Banking, Reporting & Accounting
Process banking, End of Day Reports and Audits, Deposit allocations, Account Software (coming soon).
Bank Slips
- -Create a Bank Slip for Cash and Cheques
- -Create EFTPOS Bank Slip
- -Create an Insurance Claim Payment Bank Slip
- -Delete Bank Slip
- -Handling End of Day Reconciliation
- -Place a Payment on Hold / Exclude from Bank Slip
Reports -Standard
- A summary of links to the top 5 commonly used Reports articles
- -Production from Referral Sources Report
- -Set Treatment Without a Plan Rules
- -Location Fee Level Comparison Report
- Brief Description of Standard Reports
- Commonly Used Reports
Other Reports
Reports - Business Intelligence Module
- -Setup Procedure Classifications for BIM Reports
- -What features do i use for KPI-01 Report accuracy?
- -KPI-01 Report
- -Appointed Patient Statistics BIM Report
- -Fee Level Financial Analysis Report
- ^Brief Description of BIM Reports