PERMISSIONS REQUIRED: Clinic Staff must have Administrator, Billing Manager, Billing Assistant, Front Office, or Operations Manager Permissions assigned in order to manage Transactions.
Visit Details
The following table will show all of the items shown in the Visit Detail box:
| Visit Date | Date and time of the currently selected visit. |
| Appointment Type | Type of the currently selected visit, as shown on the schedule. |
| Duration | Duration of the currently selected visit. |
| Number | Shows the visit number of the currently selected visit. |
| Est Pmt Schedule | Shows EPS amount for the currently selected visit. |
| Clinic Attended | The Clinic for which the currently selected visit was scheduled. This may be different than the Clinic assigned in the patient's case. |
| Treating Therapist | The therapist on whose schedule the currently selected visit was scheduled in. |
| Units | Total units charged for the currently selected visit. |
| Charges | The total dollar amount charged for the currently selected visit. |
| Payments | Total payments applied to the currently selected visit. |
| Adjustments | Total adjustments made on the currently selected visit. |
| Balance | Balance remaining for the currently selected visit. |
| Insurance Charges | The total amount of charges marked as Insurance Billable (in Administration > General Information > Charge Codes) for the currently selected. |
| Non-Insurance Charges | The total amount of charges NOT marked as Insurance Billable (in Administration > General Information > Charge Codes) for the currently selected. |
| Insurance Payments | Total payments made by the insurance for the currently selected visit. |
| Patient Payments | Total patient payments applied to the currently selected visit. |
| Invoice State | Invoice State of the currently selected visit. |
| Doc Level | Doc Level of the currently selected visit. |
| Last Claim Date | Date of the last claim generated for the currently selected visit. |
| Visit Note | Displays Yes/No indicating whether or not a visit note is present. |
| Primary Carrier | The common name of the primary carrier for the currently selected visit. |
| Primary Insured ID | Insured ID for the primary policy as entered in the patient's case for the currently selected visit. |
| Secondary Carrier | The common name of the secondary carrier for the currently selected visit. |
| Secondary Insured ID | Insured ID for the secondary policy as entered in the patient's case for the currently selected visit. |