Handling Transactions and Codes > Understanding the Account and Patient Transactions List Windows

Using Account Transactions List Window Options

The account Transactions List window options are:

• Outstanding Claims:Displays a list of open claims for the transaction.

• Claim Status:Displays the claim status for the transaction.

• CareCredit Integration:Access the CareCredit integration to perform account lookups, complete online applications, use a payment calculator, accept payments, enter adjustments, reprint a receipt, or view the payment plan.

• View Claim for Transaction:Edits, reprints, and resubmits primary and secondary claim information.

• Payments:Displays a list of account payments.

• Documents:Displays documents attached to the claim.

• Completed Claims:Displays a list of completed claims for the transaction.

• Print Transactions:Prints a list of account transactions posted within a specific date range.

• Walkout Statement:Prints a walkout statement.

• Credit Card Receipt:Displays or prints a credit card receipt. To use this feature, you must purchase ePayments.

• Print Signature Form:Processes credit card payments and prints the Signature on File form. To use this feature, you must purchase ePayments.

• View Credit Card Number:Displays credit card information. To use this feature, you must purchase ePayments.

• X-fer to Account Budget Plan:Transfers any part of the account balance to a fixed or revolving loan budget plan.

• Budget Plan:Displays the account budget plan.

• Compression:Compresses transactions to increase file space. Only use this option if the selected patient has more than 400 transactions. All transactions posted within a selected date range are replaced with a compression debit or credit balance entry.

• Transaction History:Displays compressed patient transactions.

• Zoom:Displays the transaction details.

• Clinical Notes:Adds a clinical note or displays an existing clinical note for the account.