Working with Charges and Payments

Closing the Day

Related Training

Accessing the Financial Daysheet and Closing the Day Recorded Class

To close the day, you must run the final Daysheet and perform certain end-of-the-day tasks.

Running the Final Daysheet

To run the Daysheet:

1. On the location’s Home tab, click Financial > Daysheet.

The Financial Daysheet window is displayed.

2. Verify the information in the Daysheet.

3. Click Close the day for Location at the bottom of the window.  

Performing End-of-the-Day Tasks

At the end of the day, make sure these additional tasks have been completed:

• All appointments have been marked complete in the Schedule.

• All patients in the Checkout Queue have been checked out, and the following tasks have been completed for each patient’s appointment:

• Posted productions

• Submitted claims

• Applied adjustments—Courtesy and discounts

• Posted payments

• All incoming mail—personal payments and insurance checks—has been posted.

• All payments have been applied to the correct provider, if using applied payments.

• All correspondence—email messages and letters—has been sent.

• Tomorrow’s appointments have been confirmed.

Related Topics

Posting Charges

Posting Payments

Transferring Patient Balances

Generating Statements

Printing Group Billing Statements

Skill Sharpeners