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Deposit Entry - Cal-PM

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Record a client's deposit in myAvatar Cal-PM.

  1. Go to: Avatar PM > Services > Ancillary/Ambulatory Services > Deposit Entry
  2. In the Client ID field, enter the client name, click the Search button, and select the corresponding entry.
  3. In the Episode Number field, select the client episode.
  4. In the Guarantor field, select the guarantor.
  5. In the Date Of Receipt Or Adjustment field, enter the date.
  6. In the Service Code field, enter the service code, click the Search button, and select the corresponding entry.
    Note: This is the service code the deposit is being made against.
  7. In the Amount To Post field, enter the posting amount.
  8. In the Posting Code field, select the posting code. Posting codes are maintained in the Posting/Adjustment Codes Definition form.
  9. In the Receipt field, enter the receipt number. Once this form is filed, the receipt number cannot be edited.
  10. For more information, see Receipt setup.
  11. In the Check # field, enter the check number. Once this form is filed, the check number cannot be edited.
  12. Click Submit. If a receipt was defined, a receipt will be generated.
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