Skilled Nursing Facilities

In the Cash Box section in the Trust Portal, click the cash box reference number. The Cash Box page shows the same balance information as the Cash Box section in the Trust Portal. The Trust - Cash Box page also shows any previous transactions processed through the cash box. The system automatically generates the transaction entry number listed in the Entry No field.

In the Posting Date field, type the date on which the transaction will be posted. You can also select the date using the calendar icon.

In the Resident Number and Resident Name fields, type the resident's name or number and click the magnifying glass icon to select the resident for whom the transaction is created.

Select the type of transaction from the Transaction Type list.

In the Description field, type the description of the transaction. You can also use the magnifying glass icon and select a description from the predefined list of descriptions in the system.

Select the type of account from the Resident Account list.

In the Amount field, enter the amount being deposited or withdrawn from the account.

Select the Trust Message: Allow negative account balance check box, if the facility allows residents to have a negative account balance.