PERMISSIONS: Clinic Staff must have Administrator, Billing Manager, Billing Assistant, Front Office, or Operations Manager Permissions assigned in order to manage Transactions.
Introduction to Menu Options: Add Transaction
Selecting Add Transaction brings up the Add Transaction dialog. The top portion of the dialog contains the Payment, Adjustment, and Adjustment reason for the transaction.
The lower portion, the grid, displays all of the possible payments that may be used for the transaction. The grid displays payments that still have money unapplied and are either from the patient or from one of the carriers contained in the case’s policies. After pressing Ok, the transaction will be added to the transaction grid, and the money will be removed from the payment.
The Get Pmt button allows you to search for and select a specific payment to use for this transaction. This is necessary when adding transactions against $0 payments.