Payment Entry - Transaction Detail Entry By Detail

Use the Payment Entry - Transaction Detail Entry By Detail Area to enter the details of the transactions for payments, refunds, adjustments and transfers to the account. Most payments can be entered using the By Detail Method. The table following the window example describes the Transaction Detail Entry By Detail Area in the Work Window.

Tips:

Use this method when you want to specify the payment or adjustment amount for a specific ticket, rather than have INSight calculate it.
This method is used for...
Payments from commercial insurances.
Payments from patients.
Adjustment Transactions.
Tip: For more information, see the Payment Entry - Entering an Adjustment Transaction procedure.
Rebill transactions.
Tip: For more information, see the Payment Entry - Entering a Rebill Transaction procedure.
Refund transactions.
Tip: Use a Transaction Code with a R(efund) Adjustment Transaction Type.
Reversal transactions.
Tip: For more information, see the Payment Entry - Entering a Reversal Transaction procedure.
Applying existing unapplied credits against a specific ticket.
Tip: For more information, see the Payment Entry - Creating and Applying Unapplied Credits procedure.
Because you can display Ticket Numbers and Procedure Codes with each ticket in the Ticket List Section, NDS recommends that you set the On Own Ticket option for each procedure's field to Y(es).

For more information about entering a transaction by detail, see the Payment Entry - Step-By-Step Example - Method 1.

To display the Transaction Detail Area for the By Detail method in the Work Window:

Payment Entry - Transaction Detail Entry by Detail Area Prompts Tip: To see more information about a field, click the hyperlink for the field name.
Selection Section Note: Before clicking Add New Transactions to enter the data for an individual payment transaction, you must select a ticket in the Ticket List Section.
Payment Date	To accept the system date displayed, press [TAB]. Or, enter the appropriate payment date for this group of payments. (mmddccyy - slashes and century optional) Tip: The Payment Date can be edited on an individual payment basis.
Reference	Enter a Payment Reference for the payment transactions, if applicable. (up to 15 characters) Tips: If entering individual payments to separate patient accounts, leave Reference blank here, so you can enter it on an individual payment basis in the Transaction Entry Section (described below). The Payment Entry Clear Reference Option specified during Batch Entry determines if this value is cleared when you commit payments.
Line # - OR - Click Line	To select the ticket you want to pay: Enter the line number containing the ticket that you want to pay. Or, in the Ticket List Section click to highlight the line containing the ticket that you want to pay. Tips: To display additional tickets for the patient use the right-side Scroll Bar. To display the detail for a ticket, double-click the ticket line.
	To reposition your selection: Click the Up Arrow to select a ticket with a later date (lower in the list). Click the Down Arrow to select a ticket with an earlier date (higher in the list). Or, in the Ticket List Section click to highlight the line containing the ticket that you want to pay.
Approved Amount	Displays for your reference the Approved Amount that the insurer is willing to pay for the procedure, if applicable. (7.2 numeric) Note: The Approved Amount displays only when you display the Ticket Detail Section (see below for description).
	To move focus to the Transaction Entry Section so you can enter payment data: Click to highlight a ticket in the Ticket List Section, and then click Add New Transactions. Keyboard shortcut: [ALT + n] Or, simply double-click a ticket in the Ticket List Section.
Transaction Entry Section Note: You must select a ticket before entering data in this section. Tip: When you move focus to the Transaction Entry Section, the Ticket Detail Section replaces the Ticket List Section.
Trans Code	Entry Options: Enter the defined Transaction Code that corresponds to the type of payment, adjustment, refund or descriptive transaction you are entering. (up to 6 characters) Or, enter T to transfer an amount from one insurance to another insurance. You will see the Transfer Window. Note: To search for the appropriate Transaction Code, click Search . Keyboard shortcut: [CTRL + f].
Transaction Type	The Transaction Type displays for your reference.
Description	The Transaction Description displays for your reference.
Reference	Displays the default Reference if entered in the Selection Section. Press [TAB] to accept or enter the appropriate Reference for this payment transaction. (up to 15 characters)
Date	Displays the default Payment Date from the Selection Section. Press [TAB] to accept the default value for the Payment Date displayed. Or, enter the appropriate Payment Date. (mmddccyy - slashes and century optional)
Amount	Enter the amount of the payment, refund, adjustment or transfer transaction. (7.2 numeric) Notes: If the Transaction Type is D(escription), you do not need to enter an amount. The payment amount can exceed the balance on the ticket. In that case, the balance amount for the ticket will appear as a negative amount. You can see the payment details in the Ticket Detail Section.
Ticket Balance	The balance amount for the ticket displays for your reference.
	To complete the transaction detail line, click Add Line or press [ENTER]. Keyboard shortcut: [ALT + a] Note: You can add additional lines and you can edit the Reference and Payment Date for the sequential lines as necessary.
	To commit the payments for this ticket after all associated detail lines have been entered, click End Payments. Keyboard shortcut: [ALT + e] For directions on Committing payments, see the Payment Entry - Commit Payments Area.
Ticket List Section Tip: If you do not find the open charges in the Ticket List Section that you think should be there, click the Batch button and check your batch parameters. Verify your selections and make sure you haven’t selected a specific date range, group or insurance that limits the display.
Line for each Ticket	For each ticket associated with a charge, the fields listed below display: LN # - Line Number for ticket selection Ins - Insurance Code assigned to the charge A - Insurance's Accept Assignment value Ticket Number assigned to the charge E# - Encounter Number for the superbill Prov - Provider Code for the person providing the service Loc - Location Code for where the charge was incurred Mssg - Any remarks assigned to print with the charge on a statement Bill Date - Billing Date, if the charge has been billed Srvc Date - Service Date of charge Fee - The procedure's extended Standard Fee or the procedure's Alternate Fee for the Form Type if maintained (multiplied by units) Balance - Ticket balance
Ticket Display Functions	Functions: To highlight a ticket, click the appropriate ticket. To display transaction details for a specific ticket, double-click the appropriate ticket. To close the detailed display and redisplay the Ticket List, click End Payments or press [CTRL + x]. To select a ticket to apply a payment transaction to, highlight the ticket and click Add New Transaction. To display additional tickets for the patient use the right-side Scroll Bar.
Ticket Detail Section Note: To select the ticket and display the detail, double-click the line containing the ticket you want to pay, or click Add New Transactions in the Selection Section. Tips: To return to the Ticket List, click End Payments. Unapplied Credits appear highlighted. The Ticket Number = 99 + Patient Account Number.
Ticket Detail Line 1	For each ticket the fields listed below display. LN # - Line Number for ticket selection Ins - Insur ance Code assigned to the charge A - Insurance's Accept Assignment value Ticket Number assigned to the charge E# - Encounter Number for the superbill Prov - Provider Code for the person providing the service Loc - Location Code for where the charge was incurred Mssg - Any remarks assigned to print with the charge on a statement Bill Date - Billing Date, if the charge has been billed Srvc Date - Service Date of charge Fee - The procedure's Standard Fee or the procedure's Alternate Fee for the Form Type if maintained (multiplied by units) Balance - Ticket balance
Ticket Detail Line 2	For each ticket the fields listed below display. Proc Code - Procedure ID Description - Procedure Description T# - Tracking Number Diag 1 - Diagnosis Code Diag 2 - Diagnosis Code Diag 3 - Diagnosis Code Diag 4 - Diagnosis Code Fee - the procedure's Standard Fee or the procedure's Alternate Fee for the Form Type if maintained (for a single unit)
Ticket Detail Line 3+	For each previous payment applied to the ticket, the fields listed below display (on a separate line for each payment). Pmt Date - Payment Date Type - Transaction Type Code - Transaction Code Tran Desc - Transaction Description Amount - Payment Amount Reference - Payment Reference
Transfer Window Note: The Transfer Window appears when you enter T in the Transaction Code. Tip: To transfer from insurance to a patient, use Method 3. See the procedure for Entering a Transfer from Insurance to Patient.
Transfer From	Defaults to the Insurance Code for the ticket that you selected. You can change the Insurance Code, if applicable. (up to 5 characters)
To	Enter the Insurance Code that you want to transfer to.
	To enter the transfer, click OK or press [ENTER]. Keyboard shortcut: [ALT + o]
	To close the Transfer Window without performing the transfer transaction, click Cancel.