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home/Knowledge Base/Policies & SOPs/Management of Cash received from patients SOP V2.0
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Management of Cash received from patients SOP V2.0

Updated on 17 June 2026 BrisDoc Governance Team

To ensure all staff are aware of their responsibilities when managing cash.

To ensure that all cash, for services for which the patient is expected to pay, is appropriately managed by staff. This includes:

  • ensuring the patient is charged for every appropriate service (e.g., medical reports, insurance reports, letters, fitness to fly correspondence, HGV medicals, HM Forces medicals, private prescriptions, travel vaccinations),
  • the patient is issued a receipt from EMIS for the full value of the charge,
  • the transaction is logged appropriately,
  • the cash being safely deposited in the post box for collection by the Practice Manager in Charlotte Keel Medical Practice (CKMP) and the operation manager in Broadmead Medical Centre (BMC) (or designated deputy).

To ensure BrisDoc staff uphold the Organisation’s value for resource care, respect for the public purse and safe custody of BrisDoc resources.

 

To ensure patients are aware that they should be given a receipt for any payment transaction they make with a BrisDoc service, and receive that receipt.

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