New Standard Operating Procedure (SOP) for cash deposits 

Job descriptions are not intended and should not be construed as an exhaustive list of all responsibilities, skills, efforts, or working conditions associated with the job. It is the intent to be a reflection of those principal job elements essential for recruitment and selection, for making jobs for evaluations, and for establishing performance standards.

The incumbent shall perform all other functions and or be cross-trained as shall be determined at the sole discretion of management, who has the right to amend, modify, or terminate this job in part or in whole period income it must be able to perform all job functions safely.

Objective: To streamline and ensure a consistent process for handling cash deposits from each practice.

1. Timing of Cash Deposits:

• All cash deposits should be completed during the practice’s operational hours whenever possible.
• If a cash deposit is required after the practice has closed, team members can proceed but should follow the guidelines below.

2. After-Hours Deposits:

• Team members can alternate this responsibility; however, if a mutual decision is not able to be reached, one may be assigned.
• If a team member makes a cash deposit after practice hours, they must punch out when leaving.
• A deposit bag is provided for these cash deposits so that you can drop the bag in the ‘Drop Box’ conveniently located at each location.
• Request a punch adjustment in Paylocity to be reimbursed for the after-hours cash deposits in accordance with the time sheet below.
• Time allocated per deposit by office location is as follows:
  • Verber Family Dentistry – 2 minutes
  • Cumberland Valley Pediatric Dentistry – 4 minutes
  • Capozzi Dental – 1 minute
  • Search Dental – 10 minutes
  • Noll Family Dentistry – 5 minutes
  • Fox Dental – 5 minutes
  • Rother Dental – 5 minutes
  • Dental Specialty Center – 2 minutes
• Provide a brief explanation for the adjustment, specifying the reason (i.e. cash deposit).

3. Documentation:

• Maintain a detailed record of each cash deposit, including the date, time, and amount.
• Attach any relevant receipts with your initials to the deposit record.

4. Security Measures:

• Ensure the safety and security of cash during transport to the bank.
• Use designated secure bags or containers for cash deposits.

5. Communication:

• Notify relevant team members or management about completed cash deposits.
• Report any discrepancies or issues immediately.

6. Supervisory Approval:

• All punch edits must be made within the current pay period of said cash deposit.
• All punch adjustments should be reviewed and approved by your Practice Administrator.

By following this SOP, we aim to maintain efficiency in cash handling processes while providing a fair mechanism for team members involved in after-hours deposit activities to be compensated appropriately.