Patient Manager

The Banking module provides a simple way of keeping track of the banking operations like deposits, retrievals and transfers. The entry into this module is manual and at the moment is not linked to the billing or the purchasing module.

• Banks

This section allows users to manage different banks. It can include functionalities like adding new banks, updating bank information, and deleting banks.

• Bank Accounts

Users can create and manage multiple bank accounts under different banks. Features may include linking accounts to specific banks, account types (e.g., savings, checking), and account status.

• Deposits

This functionality allows users to record deposits made into bank accounts. Users can input deposit amounts, select the associated bank account, and add any relevant notes or categories.

• Retrievals

Similar to deposits, this feature tracks withdrawals or transfers out of bank accounts. Users can log retrieval amounts, specify the bank account, and include notes.

• Transfers

This section facilitates transferring funds between different bank accounts, either within the same bank or across banks. Users can input the source and destination accounts, transfer amounts, and any applicable fees.

• Reports

Users can generate reports to analyze banking activities. Reports can include summaries of deposits, retrievals, transfers, and overall account balances over specified periods.