This article explains how you can add and manage your cash posting. 

In this tab, manual entries, E-Remittance and automatic cash posting will appear. 

1. Navigate to Payments tab and click on Cash Posting.

Manual deposit entry:

1. Click on Add Deposit button. 
2. From the drop down, select the payor type and the revelant sorting option. 
3. Enter the deposit date. 
4. Choose the payment type. 
5. Enter the check number and the check date.
6. Enter the amount. 

   Please note that the unallocated amount can be edited only by appling the payment. 

7. Attach any file or add notes if required. 
8. Once you have added all the details click on Save.

    1. Filter - To filter the deposit list, choose any of the filters (Deposit Date Range, Check the Date Range, Payee Type, Payee Name or Check No) and click on View. 

2. Apply Payment - This helps in the allocation of payments. Follow the outlined steps: 

1. Click on Apply Payment. 
2. Post By: Choose an option from the drop-down menu. 
3. Selection: According to the post by selection, enter the patient name or claim number or the batch. 
4. You can edit the Payment, Adjustment, Reason and Status and choose the secondary payer.
5. Hint Notes: Click on the plus icon under the Hint Notes column to add a hint. 
6. Further Actions: Select the claim from the checkbox and click on the drop-down box. 
   • View Transaction: Click on this to view the relevant transaction. 
   • Pay as Billed: Click on this if the payment is same as the billed amount.
   • Pay as Balance: Click on this if the payment is same as the balance amount.
   • Adjust as Billed: Click on this if the adjustment is same as the billed amount.
   • Adjust as Balance: Click on this if the adjustment is same as the balance amount.
   • Add Hint: Add a hint note to the transaction. Alternatively, you can also add a hint note by clicking on the plus icon under the Hint Notes column
   • Update Status: Update the status of the payment. 
     

In case of automatic cash posting or cash posting by E-Remittance file, the amount will be allocated automatically. 

3. Edit Deposit - This allows to correct any errors and act as an editing tool. 

4. Delete Deposit - This allows you to delete a wrong entry. 

5. Deposit Details - This gives concise information/ detail regarding the payor/payee. 

6. History - This gives you a brief history of changes or updates that has been made to the deposit. 

7. Print Receipt - This allows you to print a receipt for patient payments posted.

Further Options - To edit the transations, follow these steps. 

1. Select the claims under the Depost List using the checkbox(s) 
2. Click on the Show Details from the drop-down option. 
3. Locate the pencil icon in the select column and click on it.
4. Make necessary changes. 
5. Click on Save.