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 charges, invoices, deposits, refunds and payer claims, with the financial audit trail they generate.
It is a beginner sprint 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.