The Deposit List fields in the Cash Posting screen typically include: Deposit Date: The date the payment was received or processed. Check No: The numb...

Hint Notes provide additional information related to the deposit and are useful for internal tracking: In the Cash Posting screen, select the deposit you...

The Retract Transaction action is used to reverse a posted payment if it was applied incorrectly.  Under the Deposit List, locate the transaction that ne...

The Pay as Billed action is used when the payer has paid the full billed amount, with no adjustments or discrepancies. Select the claim in the Cash Posti...

The Pay as Balance action is used when the payment is equal to the remaining balance on a claim. Select the claim in the Cash Posting screen. Select the ...

Adjust as Billed is used when you need to adjust the claim to match the billed amount: In the Cash Posting screen, select the claim for adjustment. ...

The Adjust as Balance action allows you to adjust the remaining balance on a claim. In the Cash Posting screen, select the claim with an outstanding bala...

To download the list of deposits processed during a session: In the Cash Posting screen, look for the Export or Download button on the top right corner. ...

The All & Unallocated toggle helps users switch between viewing all deposits and just the payments that haven’t been allocated to claims: All: Show...

In TherapyPM, claims are created in two ways: A claim is generated when a session is manually rendered. A claim is generated when the session is si...