Skip to main content

Search

Articles in this section

See more

Payor transactions

Avatar
Jason Handcock
  • Updated

Any Payor transactions can be viewed per payor.

Viewing transactions

  1. Go to File - Payors.
  2. Select your payor via the arrows or Select a payor button.
  3. Once selected, click the currency/transaction button £/$.
    • All transactions will be displayed in the main window.
    • Selecting Key will display what icons mean in the window.
    • You can enter a date in Sort by Date to refine your search.
    • The search can be definted by Provider using the Provider field.
    • Resubmit will move the treatment back to the chart window for the selected patient (if this is greyed out, this option is not available for this transaction).
    • The i (information) button in the lower right will reveal more details about the transaction.
    • The Details button will display treatment information for the selected transaction.
    • If transmitting claims the Hold/Release will pause or allow a claim to be sent.
    • You can also tick to Show open Treatment and Show Resubmissions.

payor transaction window.png

Date

The transaction date.

mceclip2.png

The type of transaction. This will be represented by one of several different icons; click the mceclip1.png button for an explanation of what each icon means.

mceclip3.png

 “TC Response” status. This will be represented by one of several different icons; click the mceclip1.png button for an explanation of what each icon means.

mceclip4.png

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.

mceclip5.png

“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.

Buttons / Other Fields:

mceclip1.png

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.
mceclip6.png

Click this button to resubmit a COT.
mceclip7.png

Closes the Payor Transaction window.
mceclip8.png

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

This allows you to make adjustments.
mceclip9.png

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.
mceclip10.png

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.
mceclip11.png

Displays appropriate details (allocations, claim info, etc.) for the current line.
mceclip12.png

Prints an invoice or summary for the current line.
mceclip13.png

Deletes the current line.

 

 

Related articles

Comments

0 comments

Please sign in to leave a comment.