Getting Started > Customizing Transaction Codes

Using the Transaction Code List

To customize the information displayed in the Transaction Code List window, select one of the following options:

• Medical codes Displays medical codes by your practice.

• Dental codes Displays ADA CDT codes that designate the dental treatment received by the patient.

• Insurance payment codes Displays codes that designate an insurance payment.

• Comments Displays codes that clarify the status of an action, or communicate information.

• Automatic Displays all automatic adjustment codes.

• Diagnostic codes Displays ICD-10 medical diagnosis codes. Use the Transaction Code Definition window to select ICD-9 or ICD-10 codes.

• Patient payment codes Displays ledger codes used to enter patient payments, such as CHK for check payments.

• Adjustment codes Displays codes that increase or decrease account balances. You can designate adjustment codes for collection, production, or other.

Tip

The Transaction Code List window includes the following buttons:

• OK Launches a window with details about the selected code.

• Cancel Exits the Transaction Code List window.

• Add Launches a window with blank fields. To add a transaction code, type the information and select the options for the new code.

• Edit Launches a window in which you can modify the options for the selected code.

• Remove Deletes the selected code.

Tip

Related Topics

Customizing Transaction Codes

Printing the Current Code List

Evaluating and Marking the List

Editing the Transaction Code List

Assigning Fee Schedules

Importing and Exporting Fee Schedules

Defining Abbreviations

Identifying Super Bill Procedures

Using Medical Codes (CPT and ICD)

Setting Up Treatment Classes