Financial User Options
Use the Financial tab of your User Options window to set your default contract class and late fee, and to enable / disable the unfinalized transaction warning. Your security rights must include full access to the User Options Editor setting in the Practice Administration security group for this feature to work for you.
Open the User Options window from the File, Home, Patient, or Scheduler ribbon bar. (If the icon does not appear on the ribbon bar, click the corner drop down icon ( 
) to view all tools available in that section of the ribbon bar. See "Customize Edge Cloud Ribbon Bars" for details.) Then choose the Financial tab.
These settings are specific to you: Other operators that log into Edge Cloud with a different username and password may have different settings. (If another Edge Cloud user has the settings you want to use, that user can use the Assign Options tool to copy those settings to you, or vice-versa.)
Show Posted Transactions Warning - You can set up Edge Cloud so that when you attempt to post a transaction before you finalize the Transaction Report for the previous day, you see a warning message before the Post Transaction window will open. You must then confirm your action before continuing. This feature helps you maintain the integrity of daily transaction postings. After you have seen the message once, you can select not to see it again that day, if you choose.
Show Warning For Inactive Offices - Enable this option to display a warning if you have unfinalized transactions from offices you have flagged as Inactive. This helps prevent transactions from falling through the cracks of your audit trail.
Default Contract Late Fee - Choose the default late fee to apply to new contracts. Once created, you can change a contract's late fee policy as needed.
Default Miscellaneous Charge Late Fee - Choose the default late fee to apply to miscellaneous charges. You may change this policy on individual Responsible Party pages as needed.
Hide Last Receipt in Posting Transaction Dialog - Enable this option to omit the details of the prior receipt when posting a batch of receipt transactions, preserving patient privacy.
Save Your Changes - Click Ok to save any changes to your user options and exit the window. If another Edge Cloud user has the settings you want to use, that user can use the Assign Options tool to copy those settings to you, or vice-versa.
Open Financial User Options
