Financial functionality

Accessing the ledger
Adding alert comments to employer organizations
Adding contacts to employer organizations
Adding Deals
Adding existing employer organizations as subordinates to employer organizations
Adding existing patients as employees of employer organizations
Adding items to fee schedules
Adding transactions to the ledger
Applying self payments
Changing ledger views
Changing organizations to employer organizations
Changing status of transactions
Closing and posting transactions
Configuring access to encounter charges 
Configuring access to financial funding sources
Configuring access to financial modifiers
Configuring access to ledger
Configuring access to prices
Configuring security access to financial functionality
Creating and adding accounts to employer organizations
Creating and adding employees to employer organizations
Creating employer organizations
Creating fee schedules
Creating Statements
Deal Quick Links - Using Deals in Encounters
Deals
Downloading financial reports
Duplicating fee schedules
Editing alert comments of employer organizations
Editing employer organization accounts
Editing employer organization contacts
Editing employer organizations
Editing fee schedule items
Editing Fee Schedules
Employer organizations
Exporting information about expired fee schedules 
Fee schedules
Financial functionality
Financial reports
Finding employer organizations
Finding fee schedules
Finding ledger transactions
Indicating employer-preferred statement delivery method
Ledger
Printing information about expired fee schedules
Printing or faxing statements or creating copies on optical media
Removing alert comments from employer organizations
Removing employees from employer organizations
Removing fee schedule items
Updating transactions
Using information about expired fee schedules in grids
Viewing all fee schedules
Viewing cleared, flagged, or reconciled transactions
Viewing employer organization accounts
Viewing expired fee schedules
Viewing financial reports
Voiding transactions

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Published: October 4, 2024