PERMISSIONS: Clinic Staff must have Administrator, Billing Manager, Billing Assistant, or Operations Manager Permissions assigned in order to manage Postings.
Posting - Introduction
The posting dialog is the primary means for entering payments. It provides a convenient method of posting and applying for insurance and patient payments in one integrated, guided operation. While it offers a streamlined view, it also protects information that would otherwise be alterable in the Transactions module.
To get to the posting dialog, simply go to the main navigation menu. Go to Invoicing and select Posting in the drop-down menu.