• Ensure all in the List View have been processed
  • Receipted
  • Claims Transmitted

Banking

• When all receipting has been completed for the day, select Reports – Bank Deposit
• Select EFTPOS and confirm total agrees with EFTPOS settlement
• Select Cash and Cheques and confirm totals agree with monies on hand
• Print the Cash and Cheques Bank Deposit for banking
• If any errors, go to the Receipt and edit

Tomorrow's List

• Select the next day's list
  • Select ALL and Verify Patients if auto verify is not enabled
  • Select Reports - Appointments and print the List should there be a power outage or internet is down in the morning