Problem: What is the most efficient way for login staff to accommodate walk in samples where someone unknown to the lab walks in and pays cash for an analysis? There would not have been a client/profile setup previously.
Resolution: First, configure a CASH acode. The acode has a single administrative step. The acode uses procedure-level billing where the fee is specified by the analyst (base_price_sheets part type F). Configure the queue (such as CASH) to prompt for an amount at posting.
Next, configure a generic client as the walk-in client with a profile that has only the CASH acode. The client has no report recipients and only an internal invoice recipient. At login, personnel specify the real analysis codes. Through Sample Edit or Workorder Edit, the user configures the real report recipient(s) and overrides the invoice recipient, if an external invoice should be generated.
The login user posts the CASH schedule, entering a negative amount that corresponds to the cash amount received. At charge generation time, a credit (i.e., negative) charge is created for the cash received. Any remaining balance is billed to the invoice recipient.