The Cash Register feature is used to manage cash payments to your provider. 

Figure 153 - Cash Register

To enter a cash transaction, you must select a practice and enter the minimally required information of Account Number, Cash Sale Amount, and Cash Taken. The required fields are highlighted in red with a message if left blank. Payment Type lets you specify whether it was Cash or Check. First and Last Name and the Description are optional. The Change Amount is automatically calculated as the difference between Cash Taken and Cash Sale Amount. Cash Taken must be greater than or equal to the Cash Sale Amount. The Account Number should match the Patient ID used in your EHR or system of record - we do not validate that it matches an account in our system.

Figure 154 - Cash Register

If the patient requests a receipt, you can check the box in the lower left of the screen and it will prompt you with three options: Email, Text and Print. If you choose Email, you must supply a valid email address. If you choose Text, you must supply a valid mobile phone number that can receive SMS.

Figure 155 - Cash Register Send Receipts

You should choose at least one option and press Save to dismiss the dialog. The receipt options are displayed at the bottom of the screen. You can press the X button on any of these to exclude them.

Figure 156 - Send Receipt

If your organization is configured for payment locations, you will be prompted to select a location. Upon pressing Submit Payment, the Review and Confirm Payment dialog will confirm before finalizing the payment.

If you choose a printed receipt, you will automatically get a PDF of the receipt downloaded to your browser which you can print to a local printer. Below are examples of the printed, email and SMS receipts for Cash Register.

Figure 157 – Cash Register Printed Receipt
 

Figure 158 – Cash Register Email Receipt

Figure 159 – Cash Register SMS Receipt

Payment History

Each successful cash payment you place in Cash Register for the selected practice will show up under the Payment History tab. Use the Time Frame filter to choose a different date range. The default is Today. Press Refresh to refresh the list. We display the Transaction Date, Account Number, Patient Name, Type, Sale Amount, Cash Taken, Change, Description and User Name for the staff member that entered the transaction. Press Download to download the report to PDF or Excel format. Press View to view the transaction in Transaction Detail.

Figure 160 - Payment History

The Transaction Detail screen will allow you to void a cash transaction using the Void button.

If you choose Download > PDF, it will download a PDF of the Cash Register Report to your browser like the following:

Figure 161 - Cash Register Report as PDF