Skilled Nursing Facilities

Click edit to the left of the batch.

Click New to add new transactions or click edit to change an existing transaction.

Enter or change the effective date.

Specify a resident by entering the resident name or resident number in the appropriate field and pressing Tab or search using the magnifying glass icon.

Select the desired resident account from the Resident Account list.

In the Description field, enter a description or search for a description using the magnifying glass icon

Enter the deposit or withdrawal amount in the Amount field.

Enter a reference number if applicable.

For deposit batches, enter the resident's check number if applicable.

For deposit batches, select an income source from the Income Source list.

Click Save to enter the record in the system.