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This guide is for staff with the role cashier.

Before you start

You need:
  • An account with the role cashier. Your owner or admin invites you.
  • Your work email, password and authenticator app. See Staff sign-in.
  • Your facility to have a live tariff (price list). Without one, invoices can’t be issued.

Sign in

  1. Go to /hospital/login, then enter your authenticator code.
  2. You land on /hospital. Click Cashier window. This opens /hospital/billing/cashier.

Your screen

The hospital dashboard as a cashier sees it, with Find check in and Cashier window shortcuts and tiles for beds, staff, tariff and invoices.

The hospital dashboard for a cashier, shown here with a demo account at a demo facility. Your numbers will differ.

The Cashier window shows:
  • Today’s totals: Collected · today, Open, Drafts, In dispute.
  • Pay at the desk: visits waiting for cash.
  • Registration fees · cash awaiting: patients who need to pay to open a file.
  • Invoices for your facility, with Take payment or Take co-pay.
  • Look up patient and New invoice.

What you can do here

Collect payments

Take cash, card or transfer for visits and invoices.

Registration fee

Collect the fee to open a patient’s file.

What a cashier can’t do

  • Change prices. That is owner or finance.
  • Approve large refunds. That needs Finance.
  • See clinical records.

When something goes wrong