Financial functionality

The financial functionality of the system allows you to:

• Track relationships between your organization and service providers, including recording and managing contractual details and controlling which services those providers can provide.
• Set fees for services through fee schedules.
• View reports such as account details and pending billing and generate statements and forms.
• Post payments and manage ledger transactions.

This section discusses:

• Applying self payments
• Configuring security access to financial functionality
• Deals
• Employer organizations
• Fee schedules
• Financial reports
• Ledger