Help CenterIt is critical that practices regularly reconcile their bank statements against 4D EMR Daily Close report.
Please use the Daily Close Report to confirm that all payments received in 4D EMR, whether from an integrated credit card service, a standalone credit card processing service, check, or cash payments have all been deposited.
Please consult with your accountant, financial advisor, or bookkeeper to determine your own policies, however 4D EMR recommends this be done at least weekly. This is to ensure that all payments are recorded, processed, and deposited into accounts correctly.
There have been instances where credit card transactions were not correctly processed and deposited by the merchant account and where staff failed to reconcile funds correctly. In these cases, any attempt to recover funds requires practices to contact patients for repayment.