Cash Payment Feature

The Cash Payment feature under Billing > Cash Payment is a record keeping tool that allows an Agency to track payments against open invoices. The process of logging payments for Contracts (Payers) and Private Pay Patients can be handled either automatically or manually, depending on the type of payment remittance the Payer supports.

This topic covers entering and editing payments, issuing refunds, placing money on credit, and adjusting payments, among other actions. Cash Payments is a record keeping tool and any actual payment transactions take place outside of HHAeXchange. For instructions on setting role permissions for the Cash Payment feature, see the User Management topic