User Guide — Post-Visit Overview

 

The batch header is a daily summary of the appointment workflow. Its purpose is to ensure that all cash and patient encounters in a given day are accounted for. Completing the daily batch header provides a check and balance process that allows your practice to reliably track daily patient activity.

 

To complete the batch header:

1. Access the Daily Batch Header Appts page using the Batch header appts link at the top of the Today's Appointments worklist, or On the Main Menu, click Calendar. Under APPOINTMENTS, click Batch Header Appointment.
2. For each appointment on the list, process any appointments that have not been checked in, checked out, or had charges entered. Complete the needed actions to achieve DROP status for every claim on the list.

 

athenahealth recommends that at the end of each day (or shift), you total the amount of cash, checks, MC/Visa receipts, American Express receipts, and Discover receipts (totals by payment method) that you have collected in your drawer.

To close out your front-desk cash drawer at the end of the day or shift, access the Manage Time-of-Service Money — Reconcile Payments tab: On the Main Menu, click Financials. Under PAYMENTS, click Time-of-Service Money.

 

From the Manage Time-of-Service Money — Reconcile Payments tab, enter those totals in the corresponding payment batch Drawer Total fields. If you start your drawer with cash for making change, be sure to subtract that amount from your Cash and Checks drawer total. When you finish entering the drawer totals, click Submit to let your manager know that you have completed your work.