How to receipt direct credits in Genie Solutions

How to best receipt 3rd Party Payers (such as insurers) in Genie for seamless reconciliation using Surgical Partners


This tutorial assumes you already have the following knowledge:

  • Basic knowledge of your Practice Management System. eg. Best Practice, Pracsoft, Genie Solutions etc...
  • Xero user knowledge including reconciling, bank statements

If you do not already have these skills, please refer to: