Cash Payment Module
The Cash Payments page 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 guide covers the process of entering and editing payments, issuing refunds, placing money on credit, and adjusting payments, among other actions. Note that this is a record keeping tool and any actual payment transactions take place outside of HHAeXchange.
Role permissions must be enabled to operate in the Cash Payment module. To grant permissions to a role, Go to Admin > User Management > Edit Roles. Select Billing from the Section field and applicable roles from the Roles field. Click Search to edit permissions.
Select Cash Payment and all applicable permissions to include E-Remittance and Apply Payment, as applicable to the selected roles. Click Save to finalize.
