Permissions Required: Clinic Staff must have Administrator, Billing Manager, Billing Assistant, Front Office, or Operations Manager Permissions assigned in order to manage Transactions.
Introduction to Details: Transaction Detail
The Transaction Details section offers more specifics about the particular transaction you have selected.
Transaction Detail
| Payee | Name of entity or person whose payment was used for the currently selected transaction. |
| Payment | Total dollar amount of the payment made in the currently selected transaction. |
| Adjustment | Total dollar amount of the adjustment made in the currently selected transaction. |
| Adjustment Reason | Code or reason entered as explanation for the adjustment on the currently selected transaction. |
| PR Amount | Total dollar amount designated as PR (Patient Responsibility) for the currently selected transaction. |
| Posted | Date for which the currently selected transaction was posted. |
| Entered | Date on which the currently selected transaction was posted. This is not alterable by the user; it will always be the date the code was actually keyed into the system. |
| Money Amount | Total amount of the payment used for the currently selected transaction, as posted in the Posting dialog. |
| Money Identifier | Identifier for the payment used for the currently selected transaction, as posted in the Posting dialog. |
| Money Posted | Date for which the payment used for the currently selected transaction was posted in the Posting dialog. |
| Money Entered | Date on which the payment used for the currently selected transaction was posted in the Posting dialog. This is not alterable by the user; it will always be the date of code that was actually keyed into the system. |
| Deposit Posted | Date for which the deposit that includes this money item was posted. |
| Deposit Identifier | The identifier for the deposit includes this money item. |
| Deposit Description | Description of the deposit that includes this money item. |