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Cashiering Module

The Cashier Module provides a comprehensive guide for processing payments, refunds, and managing transactions in a hospital setting. Key functionalities include patient search, payment in kind, promissory notes, and options for walk-in patients. The module also allows for the cancellation and printing of official receipts (OR) and managing late payments and collections.
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0% found this document useful (0 votes)
6 views13 pages

Cashiering Module

The Cashier Module provides a comprehensive guide for processing payments, refunds, and managing transactions in a hospital setting. Key functionalities include patient search, payment in kind, promissory notes, and options for walk-in patients. The module also allows for the cancellation and printing of official receipts (OR) and managing late payments and collections.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

CASHIER MODULE

Cashier Main Window

Toolbar Icons:

1. Patient Search 9. Refund


2. Check 10. Late Payments
3. Payment in Kind 11. Collections
4. Promissory Note 12. Admit History
5. OR Cancel 13. Automatic Computation of
6. OR Printing Hospital Share
7. Report
8. Walk-in

HOMIS User’s Manual Page 1


Cashier Module by Kai Alix
Patient Search – patients from all the entry points in the hospital can be located here in
order to process payments for any transaction made in the hospital

Step 1: Click on the button.

Step 2

Step 2: Click on the arrow down for the Charge Slip Number.

HOMIS User’s Manual Page 2


Cashier Module by Kai Alix
Charge Slip Window

Click on one
(1) charge
slip at a time

Step 3

Step 3: Click one item or several items to process payment.

Note: Several items can be included in one OR number.

Choose from the following under currency: Peso, Dollar, Others, Yen
Type of Payment: Partial Payment (default)
Additional Deposit
Donation/Full Payment
Full Payment
Initial Deposit
Mode of Payment: Cash
Check
Step 4: Click on Save.

HOMIS User’s Manual Page 3


Cashier Module by Kai Alix
The details saved here will be credited in the total bill of the patient.

PAYMENT IN KIND

Payment in Kind is implemented for some hospitals who substitute goods and service as
a mode of payment.

Step 1: Click on the button

The account number has already been generated, type in the required entry for the
Reference Number. The date is set to the server’s current date, but can be changed.

The total balance is the amount the patient has to settle. Payment in kind can be
categorized as an exchange of goods (such as food, poultry or vegetables) and/or
payment in service. The hospital determines the equivalent amount of the service
rendered by a relative of the patient.

Step 2: Save Entry or click on Save-Add to set up another entry transaction

HOMIS User’s Manual Page 4


Cashier Module by Kai Alix
PROMISSORY NOTE

A transaction made by a patient promising to pay his/her bill in the future according to
the date of agreement with the hospital.

Step 1: Click on the button

Note: Press Alt + F1 for toggle view

Step 2: Enter the necessary data for the entry fields. Click on Save.

HOMIS User’s Manual Page 5


Cashier Module by Kai Alix
OR CANCEL

Allows users to cancelled an OR that has been rendered.

Step 2

Step 3

Step 1: Patient Search. After locating the patient’s name, the OR issued to the patient
will be displayed.

Step 2: Select the OR that needs to be cancelled.

Step 3: Cancel OR window will be displayed. Fill out the box for Remarks. Choose
Cancel OR button to proceed or Close button to defer process.

Step 4: A confirmation box will appear to finalize process, click OK to continue.

HOMIS User’s Manual Page 6


Cashier Module by Kai Alix
OR PRINTING

Enables cashier to print the OR made.

Step 1: Do a patient search. All the ORs issued to the patient will be displayed. Choose
an OR number to be printed.

Step 2

Step 2: Select from Itemized Printing which will display all the items and their
corresponding amounts. Another option is to choose Grouped Printing to get the total
amount per type of charge.

Itemized Grouped
Printing Printing

HOMIS User’s Manual Page 7


Cashier Module by Kai Alix
WALK – IN

This option is used for transactions of patients who are not admitted but uses the
services of the hospital.

Step 1: Click on Walk-in icon.

Step 2

Step 2: Click the button then type in Charge Slip No, Patient’s name

Step 3

Step 3: Click on Type of Charge. Choose from the list that is available from the hospital
then click Ok.

HOMIS User’s Manual Page 8


Cashier Module by Kai Alix
Note: If item is not included in the list, the system administrator can add items in the
reference library

Step 4: Type in the corresponding amount to be paid, Mode of payment and Remarks
(if any).

Step 5: Click Save or Save-Add for more entries.

Example of a Saved Entry

Step 6: Do an OR search to look for existing records.

Note: Type in any information in the available fields.

HOMIS User’s Manual Page 9


Cashier Module by Kai Alix
Sample Search Results

Step 7: Click on Retrieve button or Press Alt + R to get the details of a particular OR.

Click on this button to cancel OR.

A confirmation box will appear.

Note: Once the OR has been successfully cancelled, the patient record can still be
searched but the details will not be available

HOMIS User’s Manual Page 10


Cashier Module by Kai Alix
This is used to process an approved refund for payments made by the patient.

Step 1: Search for a patient or OR Number

Search Results: Choose the Specific OR to be refunded

HOMIS User’s Manual Page 11


Cashier Module by Kai Alix
Step 2

Step 2: Click on save to proceed with the


refund

This option is used for patients who have already been discharged but have not settled
their bill.

Step 1: Search for a patient

Search Results – results are filtered for those patients who have an outstanding balance.

HOMIS User’s Manual Page 12


Cashier Module by Kai Alix
Note: Double click on the name of the patient or make sure it’s highlighted then click
Retrieve or press Alt + R

Note: A patient can have multiple admissions to the hospital with a corresponding
account number. Please choose the correct admission date and time to determine the
account with an outstanding balance.

Step 2: Click on Add

Step 3

Step 2: Click on Charge Slip Number to choose which transaction to process.

Note: Follow instructions above on how to process payments.

HOMIS User’s Manual Page 13


Cashier Module by Kai Alix

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