PERMISSIONS: Clinic Staff must have Administrator, Billing Manager, Billing Assistant, Front Office, or Operations Manager Permissions assigned in order to manage Transactions.
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Introduction to Menu Options: Additional Info
The Additional Info > Case Window allows you to view information that is contained outside the Transaction screen. (links to this window are also found in Statement Generation, Claim Generation, and the Schedule.)
Once this window is open, you can move it anywhere, and it will stay on top of Fusion Enterprise and automatically refresh each time you click on a new patient in the patient statement grid.
Charge Menu
| Add Transaction | Adds a transaction to the currently selected charge in the Charge panel. |
| Add Adjustment Transaction | Adds an adjustment transaction not the currently selected charge in the Charge panel. |
| View EOB | Displays the 835 EOB associated with the transaction, if there is none. |
| Edit Charge | Edits the currently selected charge. |
| Delete Charge | Deletes the currently selected charge. |
| Toggle Suppress Carrier Billing | Activates or deactivates Suppress Carrier Billing |
Right-clicking when a charge is selected displays much the same menu as when a visit is elected, with a few additions, as seen above.