PERMISSIONS: Clinic Staff must have Administrator, Billing Manager, Billing Assistant, Front Desk, or Operations Manager Permissions assigned in order to manage Transactions.
Introduction to Menu Options
The right-click menu is sensitive to what is selected in the ledger. The menu will change slightly when you have a Visit, Charge, or Transaction selected.
Right-clicking when a Visit is selected produces the following menu:
There are many options on this menu. Here is a breakdown of each option and its functions.
Visit Menu
| Expand Charges | Expands all Date of Service (DOS) to show all charges. |
| Expand Transactions | Expands to show all Transactions for the selected visit. |
| Expand All | Expands the grid completely. |
| Collapse All | Collapses the grid completely, only showing DOS. |
| Add Charge | Adds a charge to the currently selected visit. |
| Set Invoice State | Allows you to change the invoice state the visit represented in the claim. |
| Adjust Visit Balance | Adjusts the balance of the visit to the set dollar amount by creating a set of adjustments. |
| Add Per Diem Transaction | Allows you to input a single dollar amount that the system will then spread across all charges in the visit. |
| Apply Patient Payments | Allows you to apply money to visits and charges from the unapplied patient payment money. The option is greyed-out when there is no unapplied money, or if there are no charges to which money can be applied. |
| Add Patient Refund | Allows you to refund money to the patient from the unapplied patient payments. The Option is greyed-out when there is no unapplied patient money. |
| Set Doc Level | Allows you to set the Doc Level for this visit. |
| Edit Visit Auxiliary Info | Used for adding a Claim Submission Reason Code, Delay Reason Code, or Original Reference Number. This is used only on 837s. For more information on Editing Visit Auxiliary Information check out this helpful article: Edit Visit Auxiliary Information |
| Add Non-Treatment Charge | Adds a charge to a DOS that has not been added to the Schedule. |
| Reports | Opens to the Reports submenu. |
| Reports > View Transaction Summary | Shows a complete list of transactions for every line item and every DOS. |
| Reports > View Claim Summary | Two options for viewing - Historical Claims or Report. Historical Claims opens the Historical tab in Claim Generation and populates the sent claims. The report displays a list of all claims that have been sent out for this case. Claims may then be viewed as HCFAs/CMS-1500s |
| Reports > View Statement Summary | Opens the Statement Generation dialog and populates the sent statements. |
| Reports > View Patient Refunds | Opens Refunds report specific to the patient. Allows you to Edit/Delete refunds. |
| Reports > View Patient Payments | Opens report showing patient payments information. |
| Notes | Opens a submenu for choice of Transaction, Payment, Visit, Case, Billing, or Reminder note. |
| Open Case | Opens the Case for the patient. |
| Additional Info > Case | Opens a floating window containing case-specific information. |
| Refresh | Checks for updated information and displays the latest data. |
| Close | Closes dialog. |