A. Technical Efficiency

1. Handles cash, credit or check transactions with customers
2. Ensures pricing is correct
3. Issues change, receipts, charge slips or refunds
4. Manages up-to-date clinic income records by sending and receiving bank checks and documenting all relevant transactions
5. Counts money in cash drawers at the beginning and end of shifts to ensure that amounts are correct and that there is adequate change
6. Ensures compliance with the guidelines and policies of Cash Management to minimize audit findings

B. HMO Facilitation

1. Facilitates Health Maintenance Organization (HMO) approvals

C. Customer Relations

1. Assists in managing customer queries

D. Administrative Efficiency

1. Submits daily and weekly Census
2. Creates daily, weekly, and monthly reports from clinic financial data