Transaction Code Maintenance

Use Transaction Code Maintenance to maintain information about Transaction Codes.  Transaction Codes are used in applying financial transactions, such as, payments, adjustments, refunds and transfers of responsibility, to patient accounts during Payment Entry.

Notes:  

• Transaction Codes that allow transfers from one insurance to another insurance or from an insurance to patient responsibility are created automatically by INSight.  You do not need to create them through Transaction Code Maintenance.

• For a printed version of the transactions financial summary information, see the Transaction Analysis Report.

• For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Opening Transaction Code Maintenance, click More.

   

  1.  Click File Maintenance from the Menu Bar.

  2.  Click Standard Maintenance.

  3.  Then click Transaction Code.
  
  Or, use the keyboard shortcut:  [ALT] [m] [t] [ARROW].

   

  Transaction Code Maintenance Window Example:

  

   

• Creating a new Transaction Code, click More.

   

  Transaction Code Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for that field name.
  Transaction Code	Enter the Code assigned to this transaction. (up to 6 characters) Required Notes:   INSight reserves the letters T, I and O for special Transaction codes and they cannot be used as the first character of the Transaction code you create. If you are building a new Transaction, displays next to the Transaction Code.  Default entries display and the first field is highlighted to let you know you can begin entering information.
  	To update the new or changed information click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION:  If you forget to click Save, you may lose your changes.
  	You can use Search to view all of the existing Transaction Codes.  From the Search list you can select a transaction to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing transaction, enter the Transaction code and click Retrieve or press [ENTER]. Keyboard shortcut:  [ALT + t]
  Description	Enter the description of the Transaction Code. (up to 20 characters)
  Credit/Debit/Desc	To set how this transaction code should update the A/R, click a choice in the drop-down list. Entry Options: Credit - Payment amount will decrease the ticket balance. Debit - Transaction amount will increase the ticket balance. Description - Transaction amount will not affect the ticket balance nor will it affect the A/R. Example:  You can set up a description Transaction Code called Rebill.  This will allow the ticket to be included in the billing process, but will not affect the ticket's balance. Note:  Once you set the Credit/Debit/Desc field you can't edit it.
  Transaction Type	To determine which ticket balance (payments or adjustments) the transaction Code will update, click a Transaction Type choice in the drop-down list. Entry Options: A - Adjustment Tip:  An adjustment can be either a debit or a credit.  For more information, see the Payment Entry - Entering an Adjustment Transaction procedure. R - Refund adjustment Tip: A refund is generally a debit.  Suggested Transaction Code - RI (Refund Insurance). P - Payment Tip:  A payment is usually a credit. D - Description Tip:  The description transaction allows you to attach informational Transaction Codes to a ticket without affecting the ticket's balance.  For example, a Rebill is a Description transaction. Note:  Once you set the Transaction Type field you can't edit it.
  G/L Account #	Please leave blank.  This field is reserved for future use.
  Alt. Sort Sequence	To group related Transaction Codes together for reporting purposes, enter an Alternative Sort Sequence. (4.0 numeric)
  Discontinued?	To indicate the Transaction Code is discontinued, click Yes in the drop-down list. To indicate the Transaction Code is still active, click No in the drop-down list.
  Note:  The fields below are used for viewing information only.  They are updated by the system and are display-only.
  Month to Date	Displays the total dollar amount applied to this Transaction Code during the current period. (7.2 numeric)
  Year to Date	Displays the total dollar amount applied to this Transaction Code during the current year. (9.2 numeric)

• Editing an existing Transaction Code, click More.

   CAUTION!  If you forget to click Save, you may lose your changes.

  1.  To display the record to be changed, enter the Transaction code and click Retrieve or press [ENTER] .
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Transaction code, you can click Search to see a list of Transaction codes.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save or press [ENTER]
  Keyboard shortcut:  [ALT + s]

• Deleting a Transaction Code, click More.

  1.  To display the record to be deleted, enter the Transaction code and click Retrieve or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Transaction code, you can click Search to see a list of Transaction codes.

  2.  Click File from the Menu Bar, and then click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click the Proceed button to delete the record
  or, click the Cancel button to escape from the delete routine.
  
  Example:
  
  
  
  Note:  After you click Proceed, you will see the following message on the Status Bar.