BASIC CASHIERING AND TELLERING FOR HEALTHCARE PROFESSIONALS

About Course

The course Basic Cashiering and Tellering for Healthcare Professionals is designed to equip participants with the essential knowledge and practical skills needed to perform cashiering and tellering functions in hospitals, clinics, and other medical facilities. It emphasizes accuracy in handling financial transactions, adherence to healthcare policies, patient-centered customer service, and compliance with institutional and government regulations.

Participants will learn how to process payments, issue receipts, manage cash collections, and perform end-of-day balancing. The course also highlights confidentiality, professionalism, and integrity—qualities vital in healthcare financial services. Through discussions, real-world examples, and hands-on scenarios, learners will gain the confidence to carry out cashiering and tellering responsibilities effectively while contributing to smooth hospital operations and positive patient experiences.

Understand the role of cashiering and tellering in the financial operations of healthcare institutions.
Apply proper procedures in receiving, recording, and issuing payments for hospital and medical services.
Demonstrate accuracy in cash handling, balancing, and preparing financial reports.
Practice compliance with institutional policies, confidentiality standards, and government regulations (e.g., DOH, PhilHealth, and BIR requirements in the Philippines).
Deliver patient-centered service by handling payments with professionalism, empathy, and courtesy.
Use basic tools and systems (manual and electronic) for cashiering and tellering in healthcare facilities.
Identify and resolve discrepancies in daily transactions through proper documentation and reporting.
Develop integrity and accountability in managing hospital funds and patient payments.

Course Content

PRE-ASSESSMENT

Behavioral Assessment

MODULE 1: INTRODUCTION TO CASHIERING

MODULE 2: TOOLS AND SYSTEMS IN CASHIERING

MODULE 3: HANDLING CASH AND TRANSACTIONS

MODULE 4: CUSTOMER SERVICE IN CASHIERING

MODULE 5: CASH BALANCING AND REPORTING

MODULE 6: SECURITY, FRAUD PREVENTION, AND RISK MANAGEMENT

MODULE 1: INTRODUCTION TO CASHIERING AND TELLERING

MODULE 2: CASH HANDLING TECHNIQUES

MODULE 3: TRANSACTION PROCESSING AND CUSTOMER SERVICE

MODULE 4: BALANCING AND RECONCILING CASH DRAWERS

MODULE 5: SECURITY MEASURES AND FRAUD PREVENTION

MODULE 6: PRACTICAL APPLICATIONS AND CASE STUDIES

POST-ASSESSMENT

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About Course

What Will You Learn?

Course Content

PRE-ASSESSMENT

Behavioral Assessment

MODULE 1: INTRODUCTION TO CASHIERING

Introduction

Lesson 1: Role and Responsibilities of a Cashier

Lesson 2: Importance of Cashiering in Business Operations

Lesson 3: Qualities and Skills of an Effective Cashier

Lesson 4: Ethics and Professional Standards in Cashiering

MODULE 2: TOOLS AND SYSTEMS IN CASHIERING

Introduction

Lesson 1: Cash Registers and POS Systems

Lesson 2: Handling Digital Payments and E-Wallets

Lesson 3: Use of Invoices, Receipts, and Official Documents

Lesson 4: Familiarization with Banking and Payment Platforms

MODULE 3: HANDLING CASH AND TRANSACTIONS

Introduction

Lesson 1: Cash Handling Techniques and Accuracy

Lesson 2: Processing Sales, Refunds, and Discounts

Lesson 3: Accepting and Processing Different Payment Methods

Lesson 4: Preventing and Identifying Counterfeit Money

MODULE 4: CUSTOMER SERVICE IN CASHIERING

Introduction

Lesson 1: Communication and Interpersonal Skills

Lesson 2: Handling Customer Complaints Professionally

Lesson 3: Time Management and Efficiency in Transactions

Lesson 4: Building Customer Trust and Loyalty

MODULE 5: CASH BALANCING AND REPORTING

Introduction

Lesson 1: End-of-Day Balancing Procedures

Lesson 2: Preparing Cashier Reports and Sales Summaries

Lesson 3: Recording and Reconciling Cash Shortages and Overages

Lesson 4: Coordination with Accounting and Management

MODULE 6: SECURITY, FRAUD PREVENTION, AND RISK MANAGEMENT

Introduction

Lesson 1: Common Cashiering Errors and How to Avoid Them

Lesson 2: Fraud Detection and Prevention Strategies

Lesson 3: Loss Prevention and Asset Protection

Lesson 4: Safety and Security Procedures in Cashiering

MODULE 1: INTRODUCTION TO CASHIERING AND TELLERING

Introduction

Lesson 1: Overview of Cashiering and Tellering Roles

Lesson 2: Key Differences Between Retail and Bank Cashiering

Lesson 3: Ethical Standards and Professionalism in Cash Handling

Lesson 4: Regulatory Compliance in Financial Institutions (Philippines)

Quiz 1

MODULE 2: CASH HANDLING TECHNIQUES

Introduction

Lesson 1: Receiving and Disbursing Cash: Procedures and Best Practices

Lesson 2: Counting Techniques and Currency Identification

Lesson 3: Handling Foreign Currency Exchange

Lesson 4: Managing Large Cash Transactions

Quiz 2

MODULE 3: TRANSACTION PROCESSING AND CUSTOMER SERVICE

Introduction

Lesson 1: Processing Sales, Payments, and Transfers

Lesson 2: Handling Deposits, Withdrawals, and Loan Payments

Lesson 3: Resolving Customer Discrepancies and Complaints

Lesson 4: Upselling Financial Products and Services

QUIZ 3

MODULE 4: BALANCING AND RECONCILING CASH DRAWERS

Introduction

Lesson 1: End-of-Day Balancing Procedures

Lesson 2: Identifying and Managing Discrepancies

Lesson 3: Auditing Cash Registers and Teller Stations

Lesson 4: Reporting and Documenting Daily Cash Transactions

Quiz 4

MODULE 5: SECURITY MEASURES AND FRAUD PREVENTION

Introduction

Lesson 1: Identifying Counterfeit Currency

Lesson 2: Common Fraud Schemes in Cashiering and Tellering

Lesson 3: Security Protocols and Safeguards

Lesson 4: Reporting Suspicious Activities and Fraudulent Transactions

Quiz 5

MODULE 6: PRACTICAL APPLICATIONS AND CASE STUDIES

Introduction

Lesson 1: Real-Life Simulation Exercises for Cashiering and Tellering

Lesson 2: Problem-Solving in Cash-Related Scenarios