Patient Inquiries - Transaction Details Window

Use Patient Inquiries - Transaction Details to view patient transaction details and to edit patient details, if needed. This screen offers all of the information from Edit Patient details, patient inquiry and detail inquiry plus have added functions all from one screen.

Opening Patient Inquiries - Transaction Details Window, click More.

1. Click Transaction Details (under Inquiries) in the Menu.
Tip: If you do not see the Menu in the Side Panel, click Patient Entry to display the Patient Menu. This step is required if you are currently working in Scheduling.

2. If you want to work with a different patient:

a. Enter a patient Account Number in the Patient Panel.
Tip: The Window Level Shortcut Menu lists the last 10 accounts used. To quickly switch to an account in the list, right-click anywhere in the INSight window, and then click the Account Number.

b. Click Patient Load , or press [ENTER].

Patient Transaction Details Window Example:

Creating new patient transaction detail, click More.

To create a new record choose one of these methods:

Tip: To indicate that you are building a new Anything, displays near the Code/ID. Default entries display and the first field is highlighted to let you know you can begin entering information.

YourTopic Maintenance Prompts Tip: To see more information about a field, click the hyperlink for the field name.
Anything Code/ID	Enter a new or existing AnythingCode/ID. (up to 3 characters) Required.
	To update the new or changed information, click Save, or press [ENTER] if the button is in focus. keyboard shortcut: [ALT + s]
	CAUTION To avoid losing data, you must save new or changed Anythings.
	To view all of the existing Anythings, click Search. From the Search list you can select an Anything to change or delete. Keyboard shortcut: [ALT + r] Author: In Tax Billing, the shortcut for Search is [ALT] [f] [r], instead of [ALT + r]. See Problem Report #370.
	To display an existing Anything, enter the Code/ID and click Retrieve, or press [ENTER] if the button is in focus. Keyboard shortcut: [ALT + t] Author: The Shortcut and button image are not the same in all modules.
TextText Field	TextTextText (7.2 numeric)
TextText Field	TextTextText. (predefined) Author: You do not need to list the format for codes in drop-down lists.

Editing patient charges or procedures, click More.

CAUTION: To avoid losing data, you must save new or changed data.

To edit charges or procedure information:

1. Click Edit.
Tip: To indicate that you are in edit mode, a red border displays around the screen.

2. Highlight the ticket to edit and the charge information displays at the bottom of the scree.

3. Charge is highlighted. Or, to edit procedure information, click Procedure.

4. If you edit fields highlighted in red, the system will delete the old ticket and create a new ticket with all of the original ticket information plus the edited information. You will be prompted to bill the ticket out again.
If you edit fields in white, the system adds the information to the existing ticket.

5. To complete the edit process, click Save .
Keyboard shortcut: [ALT + s]

6. To return to inquiry mode, click Edit.

To edit modifier or procedure information:

1. Highlight the ticket.

2. Click Edit.

3. Charge is highlighted. To edit, click Procedure.

4. Enter the procedure codes and modifiers.

5. Press [Tab] and then, click Save to complete the changes.

6. To return to inquiry mode, click Edit.

Entering a payment reversal, click More.

Transaction Details Inquiry Functions Tip: To see more information about a field, click the hyperlink for the field name.
Detail Inquiry
Refresh
Search
Inquiry
Archive	Displays patient history. Note: If the Archive button is not visible, please contact NDS Support to have it activated.
Reports Note: Reports provide information for the patient. Each report is uniquely styled.
Full Jrnl	Lists summary information for the patient.
Detail Jrnl	Lists detail information for the patient.
Audit Jrnl	Lists all of the changes to the patient account and allows you to see all charges, payments, reversals and deletions.
Instant Ledger	Recreates a patient statement for a time period.
Inquiry Functions Tip: The button is highlighted to indicate that the function is active.
Balances	Displays patient balances when the screen is opened. Remarks, credit messages, past insurances and if the patient is on a budget plan displays in the balances area as well.
Charge	Displays the charge detail for the highlighted ticket. Note: This information can be changed when in the Edit mode.
Procedures	Displays the procedure details. Here the modifier can be maintained, fees, jrnl printed, diagnoses, codes 5-12 for the charge as well as all descriptions for the procedure code. Note: This information can be changed when in the Edit mode.
Transaction	Displays the transaction details. Simply click to highlight the transaction line to view the detail.
Balances	Displays the patient balances, most recent credit messages, insurances and if the patient is on a budget plan. This information displays when the Inquiry is first opened.
Edit	To edit patient charge, procedure or payment information, click Edit. To remove edit mode, simply click Edit again. Tip: When in edit mode, the screen displays a red border to alert you.
Right-click Functions
Claim Status	Shows how claims are being processed i.e. e-billed, paper or patient statement. This includes the form type being billed. Right-click on a charge line and select the Claims Status to display the Claims Status window.
EOB Information	Shows the patient EOB information. Right-click on a charge line and select EOB Information to display the EOB window. Tip: If EOB information is grayed out on the right-click menu, then there is no EOB information for the charge.