PERMISSIONS REQUIRED: Clinic Staff must have an Administrator, Billing Assistant, Billing Manager, Front Office, Operations Manager assigned in order to manage Transactions.
Introduction to Transactions
The Transactions module provides in-depth access to charges, transactions, and billing flow and is intended for use by experienced personnel. The dialog can be accessed in two different ways:
- Through the Invoicing > Transactions menu
- From within the Case, by right-clicking and choosing Transactions
The main Transaction window will look like this