Role-specific features · NeoEHR user guide

NeoEHR user guide

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Accountant/Cashier

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As a Cashier, you will primarily use NeoEHR to:

Search for patients

Download transaction histories

Download claims reports

Fund patient wallets

Create invoices for services and treatments

Process invoice payments via wallet

Process invoice payments via direct cash

Process invoice payments via POS

Print invoice receipts

Download invoice receipts

Identify patients with active insurance coverage

Filter and sort patient and financial data

Check financial performance metrics through Analytics

View invoices and wallet balances directly from Finance Metrics in Analytics

Switch between user roles within the system depending on your profile settings

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