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Finance Quiz

Which colour indicates that a patient has PMI?

Green

Blue

Pink

Which letters would you click on to download an invoice?

RTF

TRF

FTR

What happens when you void an invoice?

The invoice will be cancelled, and the charges released back into the Uninvoiced Charges list

The balance on the invoice will be written off. No credit note will be created, and the charges will not be released.

Where in the system would you set an 'Accounts Working Date'

My Details

Wizards

Company Accounts

Where would you find the bulk receipt printing wizard?

Accounting -> Reports

Accounting -> Wizards

Products -> Wizards

What letter would you click in the diary to take a 'Quick Payment'?

When a payment and invoice have been allocated, which two colours will they be highlighted when the reference number of either is clicked on?

Blue and green

Yellow and green

Purple and orange

How would you undo an allocation of a payment to an invoice?

Click on payment 'RTF' and click 'cancel' in the allocations box

Click on the reference number of either the invoice or payment and click 'cancel' in the allocations box

Click on 'Post' and click 'cancel' in the allocations box

Which link do you need to click for an insurance shortfall to be invoiced to the patient?

Insurance shortfall

Reissue to patient

Insurance excess

Where in the system can you view which appointments are available on which contracts?

Products -> Products

Products -> Contracts

Products -> Product Sets

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