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

Using Patient Transactions List Window Options

The patient Transactions List window options are:

• Outstanding Ins:Displays the Claim List window. A list of all open claims for the patient is displayed.

• Claim Status:Displays the transaction claim status.

• Eligibility:Displays the patient's insurance eligibility. This command is enabled only if you use eVerifications insurance eligibility.

• eClaim Status:Displays a list of electronic claims. To use this feature, you must purchase eClaims.

• Submit Insurance:Displays the Transaction Submission window, which enables you to submit insurance claims immediately after posting transactions or at any time later.

• 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.

• Payments:Enters bulk account payments (single payments that cover multiple patients in the account).

• Guarantors:Displays, adds, edits, and deletes patient guarantor and insurance information.

• View Insurance Company:Displays insurance information for the patient's primary or secondary insurance company.

• Appointments:Schedules the patient appointment.

• Appt Book:Displays the Daily Appointments window, where you can schedule, cancel, and reschedule patient appointments.

• Treatment Plan:Adds, deletes, and posts treatment plan procedures or groups.

• Lab Cases:Displays a list of outstanding lab cases.

• Missing Teeth:Denotes missing permanent or primary teeth.

• View Claim for Transaction:Edits claim information. You can also reprint or resubmit primary and secondary claims from this window.

• Documents:Displays any documents attached to the claim.

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

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

• Acct Budget Plan:Adds, edits, and deletes budget plans.

• Patient Budget Plan:Displays the Patient Budget Plan window.

• Attending Dr Statement:Prints a valid statement of treatment the patient can submit to an insurance company if your office does not submit insurance claims.

• Account Walkout:Prints a walkout statement showing the account transactions for the current date.

• Patient Walkout:Prints a walkout statement showing the patient transactions for the current date.

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

• Print Appointments:Prints the next scheduled appointment and procedural details for the patient.

• Credit Card Receipt:Displays 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.

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

• Auto Dialer:Contacts a patient via your computer modem.

• Zoom:Displays the transaction details.

• Trans History:Displays compressed patient transactions.

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

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

• DITTO:Displays the Treatment Plan window. When the window is displayed, the information for the last entered transaction is displayed.