The Transaction Code is the key field that identifies the transaction information. Transaction Codes are used during Payment Entry.
Note: INSight reserves the letters T, I and O for special Transaction Codes. You can not use I or O as the first character of the Transaction Code you create.
Tips:
You may find it handy to start each Transaction Code with a letter indicating the Transaction Type it is, although it is not required.
The default Transaction Code for Payment Entry - Transaction Detail Entry By Automatic Oldest First is controlled by the INSight .PARAM Record.
For information about rebill transactions, see the Payment Entry - Entering a Rebill Transaction procedure.
For information about adjustment transactions, see the Payment Entry - Entering an Adjustment Transaction procedure.
For a refund transaction, create a Transaction Code with the Transaction Type of R(efund). NDS suggests using Transaction Code RI (Refund Insurance).
During Payment Entry, to enter a transfer transaction from one insurance to another, enter T in the Transaction Code. You will see the Transfer Window.
Where-Maintained: Transaction Code Maintenance
Where-Used: Payment Entry - Work Window
Also called: Payment Code
Format: up to 6 characters. Required.