Open the Vault desk, add a quick charge, collect a deposit and a payment, and finalize your first numbered invoice.
Overview
Open the Vault desk, add a quick charge, collect a deposit and a payment, and finalize your first numbered invoice. Vault is billing and finance: charges, invoices, deposits, refunds, payer claims and the financial audit trail.
It is a beginner speedrun in the Revenue & Billing part of the catalog, built as 3 modules and 9 lessons. It is written for the Billing Staff and Front Desk roles.
This course takes 20 minutes to complete.
Outcomes
Prerequisites
Nothing is required first — this course assumes no earlier Pensieve Learn course.
Contents
3 modules · 9 lessons · 20m
Launch Vault from the dock and land on the Patient Finance section.
3 lessons
Add an ad-hoc charge, hold a deposit, and take a cash payment.
3 lessons
Finalize an invoice over the account's un-invoiced billed charges.
3 lessons
Audience
Keep going
Same tool, same subject, or written for the same people.
Prove you can run a stay's money in Vault end to end, from first charge to a cleared discharge and a filed insurance claim.
Run a stay's money end to end: the running bill, deposits, Pay Now, the finalized invoice, and finance clearance at discharge.
Onboard and empanel payers, bind a payer to an admission, file a coded claim, and work pre-auth, denials and settlements.