Cashier Screen

Grants view only access to the Cashier screen.  

If a user can access the cashier screen, then all privileges except the ability to grant a refund are included.  However, the user must be assigned to and logged into a virtual cash register (via Register Management) for these functions to work.  Otherwise, the screen will remain view only.

(Note that the privilege to Finalize an Order from the cashier screen is listed under Order Management privileges.)

Cashier Screen

Create Refund

An elevated privilege that allows the user to create a refund from the Cashier screen.  Without this privilege, the user cannot create a refund from the cashier screen, even if they are otherwise logged into a cash register.

Without this privilege, the Refund option does not appear under the Transaction Type list.

Cashier Screen

Accounting Screen

Grants access to the main Accounting screen.  Only the Transaction Search is available with this privilege. Further privileges are needed to perform any actions or see other tabs.

Accounting Screen

Adjustments

Allows the user to see the Adjustments tab.

Accounting Screen

Create Debit/Credit Memos

Grants Access to the Credit/Debit Memos tab.  Allows a user to post a new adjustment against a current client account.

Accounting Screen

A/R Credits Debits

Grants access to the A/R Credits Debits tab.  There are two tabs, one for generating a list to send to accounts receivable, another for searching for payments from collections.  This screen is read only without additional privileges.

Accounting Screen

A/R Payments

Grants access to the A/R Payments tab.  Users may search for accounts with a balance based on several factors, and post payments on this page. 

Accounting Screen

Payment Adjustments

Grants access to the Payment Adjustment tabs.  Allows an account to make corrections directly to a client account.

Accounting Screen

Internal Refunds

Grants access to the internal Refunds tab. Allows a user to search for a client and apply an internal refund to the account.

Accounting Screen

Direct Charges

Grants access to the Direct Charges tab.  There are two subtabs, one for pending direct charges, and one for posted direct charges.

Accounting Screen

Accounts Receivable

Grants access to the Accounts receivable tab.  Users may search for accounts base on balance, age, or client credit status.

Accounting Screen

Unapplied Credits

Grants access to the Unapplied Credits tab.  This allows accounting to search for client balances with outstanding, unapplied credits.

Accounting Screen

Statements

Grants access to the Statements tab.  There are three subtabs - one for pending transactions, one to send statements to clients, and a statement log with the history of activity performed.

Accounting Screen

Reports

Grants access to the Accounting Reports tab

Accounting Screen

ASAQ Adjustments

(Quebec only)  Grants access to the ASAQ adjustment tab.

Accounting Screen

Accounting Migration

Allows the user to see the UVIS and VetStar Accounting migration tabs.

Accounting Screen

Monitoring Peoplesoft Interface

Grants Access to the Peoplesoft Interface under the Jobs and Interfaces screen.

Job and Interface Setup Screen

Exception Log

Allows the user view only access the Exception Log page. 

Additional features on this page are available if they are added elsewhere in the privilege set - for example, a user with the Open order privilege can open new orders on the Exception screen.

Navigation

Register management

Grants access to the Register Management page in a view only state.  Without this privilege, Register Management is not visible under Navigation > Accounting Screens.

Navigation

Setup Registers

Grants Access to the Register Setup tab.  This is an administrative privilege and should be reserved for system administrators or managers who are designating cashier locations within the hospital.

Register Management

View History & Review Registers

Grants access to the History, Invoices, Review, and Totals/Deposits tabs.  This privilege should be reserved for supervisors and accountants who need this information. 

Register Management

Open/Close Registers

Allows the user to open and close their own cash register.  This privilege may be granted to basic cashiers. 

Register Management

Admin Log Off & Close Registers

Elevated privilege that allows the user to open, log off users, and close cash registers opened by others.  This privilege should be reserved for supervisors and managers. 

Register Management