Financials

Patient / Family Ledger

• How do I Print or Email a Statement From a Patient's Ledger?
• Post Family Payment

Adjustments

• Corrections in Cloud 9
• Reversals and How to Use Them
• Balance Adjustment Basics
• Posting Refunds in Cloud 9
• Writing off a Due Now Balance
• Out of Balance Ledgers

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Contracts

• How Can I Delete a Contract?
• Write Off a Contract

Insurance

• Posting Bulk Insurance Payments in Cloud 9
• Insurance Claim Information

Late Fee Queue

• No Show Charges

Financial Reports

• Balancing Worksheet Report
• Summary of Activity Report

Close the Day / Month

• Monthly Close and Monthly Close Reports
• Daily Close and Daily Close Reports

Statement Queue

• How Do I Email or Print Statements From the Statement Queue?