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NeoEHR user guide
Pages
Accountant/Cashier
Link to page
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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