The Cash Drawer is a Cadence tool that is used to balance payments collected and recorded in Epic and is closed at the end of the day. Contents of the Cash Drawer are recorded and reconciled with the copays entered into Epic. Cash Drawer Reports provide Information about the transactions and amounts collected on a given day.

Resources

The following documents that provide information on Cash Drawer functionality in Cadence.

Cash Drawer

• Balancing and Closing the Cash Drawer - (Handout) The Cash Drawer must be balanced and closed at the end of the day for credit card and bank account copays.

• Closing an Unbalanced Cash Drawer - (Handout) The Cash Drawer must be balanced and closed at the end of the day. If the Cash Drawer cannot be balanced, it must still be closed, and a reason provided why it cannot be balanced.

Cash Drawer Training

• Cash Drawer Online Training - (PowerPoint) Cadence Cash Drawer training for ALL staff (new and existing staff). Must have completed Check In/Check Out course. Classroom training is no longer offered for this course.

Copays/Prepays/Self-Pays

• Collect a Pre-payment - (Handout) Post a pre-payment in Epic during check in, check out, or prior to the encounter.

• Collecting a Copay During Check In / Check Out - (Handout) During the Check In and Check Out workflows, copays can be taken on the Payments form. UIHC accepts credit/debit card and bank account (Checking or Savings) payment methods.

• Issuing a Copay Refund - (Handout) "The Patient Refund activity is used to issue same day copay refunds for credit/debit card and bank account copays. Refunds are issued when the payment is posted and no longer needed.

• Documenting Reason for No Copay Collected - (Handout) During Check In or Check Out workflows, if not collecting a copay, a reason must be entered why the copay was not collected. If it is not appropriate for the user’s job role to document the reason, this can be bypassed.

• Post Payment to Outstanding Self-Pay at Check In/Check Out - (Handout) During Check In or Check Out workflows, payments can be taken on the Payments form for copays, prepays, and previous balances.

• Reprinting a Receipt - (Handout) This handout reviews the process for reprinting a receipt.

eCheck-In

• Charging a Credit Card during Check-In for Patients Who Pre-authorized Copayment during eCheck-In (MyChart) - (Handout) Patients can complete Check-In from within MyChart using “eCheck-In” up to five days prior to their appointment, including paying their copay by credit card. The credit card is ‘authorized’, but not charged until the date of service when the UIHC staff must complete the Check-In in Epic.

Return to Cadence (Scheduling/Check In/Check Out)

Return to Epic Resources