This article explains how to view deposit details in the Cash Posting module.
  1. Select the Cash Posting option in the Payment tab under the left navigation.
  2. Use the filters - Deposit Date Range, Check Date Range, Payee, Payee Name, and Check Number. Click View to generate the required deposits.
  3. Under the Deposit List, click on the three horizontal dots (...) under the Action column. Click on the "Deposit Details" option under the list. A new table will appear down. 
  4. Alternatively, select a deposit in the list using checkboxes. Choose "Show Detail(s)" from the bottom-left drop-down to view Deposit Details. 
  5. The Deposit Details table consists of the following information - Claim ID, Payee, Payor, Patient, DOS, Code, Modifiers, Amount, Payment, Adjustment, Balance, Status, Auto Forwarding (AF), Secondary Payor, Notes, and Created Date. 
  6. Click the Download icon to save the table in CSV or Excel format. 
  7. To edit deposit details, click the pen icon next to the checkbox. Fields for Payment and Adjustments will appear, along with drop-down menus for Status and Secondary Payor.
  8. Click the "+" icon under the Notes column to add a note for the deposit. A pop-up will appear. Add the notes and Click Save. 
  9. Drop-Down Option: Use the checkbox in the Deposit Detail(s) table to select the detail(s). Then, navigate the drop-down on the bottom-left corner to select these option(s):
    1. Save
    2. Retract Transaction
    3. Pay as Billed
    4. Pay as Balance
    5. Adjust as Billed
    6. Adjust as Balance
    7. Add Hint Note
    8. Update Status
    9. Bulk Edit 
  10.  After selecting the option, click Ok.