Main Accounting Screen

Overview

VetView's Accounting system is comprised of three major components - the patient orders (bill), the client transactions against the bills, and reports generated about the transactions.  

These components are integrated throughout multiple screens in the system.  Most of the reports are handled on the Accounting screen proper.  Patient Orders are handled on the Order Management screen.  Client transactions at the point of service can be handled on the Cashier Screen.  Transactions that happen after the time of service may instead be handled on the Accounting screen's Accounts Receivable.  

Accounting Screen

This screen has multiple tabs on it.  Each tab can be viewed on its own page.

• Transaction Search
• Adjustments
• Credit/Debit Memos
• A/R Credits/Debits
• A/R Payments
• Payment Adjustments
• Internal Refunds
• Direct Charges
• Accounts Receivable
• Unapplied Credits
• Statements
• Reports
• ASAQ Adjustments
• Accounting Administration

Exception Log

The exception log records the errors that VetView detects throughout the billing system.  If a charge cannot be applied to a bill via an automated process because the bill was already closed, for example, it will appear on this screen so that the error can be fixed. 

How do I use the Exception Log?

Cashier Screen

The Cashier screen is intended to allow a client to provide a payment, either as a deposit or to settle a balance remaining.    Users must be logged into a cash register via Register Management in order to take payments on this screen.

Please see Cashier Screen and Register Management for more information on these screens.

Order Search and Order Management

The Order search screen allows a user to find a specific bill for a client or episode, and verify the charges or make changes to them before going to the cashier screen.  

Please see Patient orders and Accounting for Students for our how-to guides on order management. 

Patient Census

The Patient Census screen is intended to allow the hospital to track which patients have been admitted and to apply the appropriate boarding charges.  These charges can be applied automatically on a daily basis, depending on your hospital setup.

Please see the Patient Census Screen for more information.