Payor Transactions

Date

The transaction date.

The type of transaction. This will be represented by one of several different icons; click the button for an explanation of what each icon means.

 “TC Response” status. This will be represented by one of several different icons; click the button for an explanation of what each icon means.

Accepted

Num

The transaction number.

Provider

The name of the provider who carried out the treatment.

Details

Transactions details (the patient’s name).

Amount

The transaction amount.

Amt Open

Displays amounts that have not yet been allocated.

“Change Column Settings” button: enables the columns to be reordered, the widths changed, etc.

Double-click a transaction line to view the details of the transactions that make up that line.

Click this button to view the explanation of each icon.

Sort by Date

This can be used when there is a long list of transactions. Entering a date in this field will move the cursor to the first transaction line for that date.

Provider

If this field is blank, transactions for all providers will be listed. Alternatively, enter (or select from the list, or using the arrow keys) a single provider code, and only transactions for that provider will be displayed.

Click this button to resubmit a COT.

Closes the Payor Transaction window.

This button is used to transfer a transaction to another patient, such as another member of the family.

This allows you to make adjustments.

Used to allocate transactions against a payment, such as when a patient sends in a cheque and it has to be allocated against more than one COT.

Shows the details for the transaction.

Show open
Treatment

Tick this box to include treatment that has not yet been TC'd, or remove the tick if only completed COTs are to be shown.

Show Resubmissions

Tick this box to show resubmitted transactions, or clear it to exclude resubmissions.

Displays appropriate details (allocations, claim info, etc.) for the current line.

Prints an invoice or summary for the current line.

Deletes the current line.