Banking, Reporting & Accounting
Process banking, End of Day Reports and Audits, Deposit allocations, Account Software (coming soon).
Bank Slips
- Create a Cash and Cheque Bank Slip
- 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
- Set Treatment Without a Plan Rules
- Location Fee Level Comparison Report
- Brief Description of Standard Reports
- Commonly Used Reports
- Fee Level Comparison Report
Other Reports
Reports - Business Intelligence Module
- Setup Procedure Classifications for Reporting
- What features do i use for KPI-01 Report accuracy?
- KPI-01 Report
- Appointed Patient Statistics Report - (BIM)
- Fee Level Financial Analysis Report
- Treatment Plan Analysis Report