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TranHistory

 
Transactions are a grouping of payments, adjustments etc.made to each service
It is presented in grid rows each row will also have sub rows
 
TranHistory
1

DateRange

From and Thru dates of the transactions in which you have interest
2

DaysBack

In lieu of using a date range, you can specify the number of days previous to today's date up through today for which you wish to see transactions.
3

Refresh

After changing the date range or the DaysBack paramters, click on Refresh to assure that your request is fulfilled.
4

MasterDate

The date the payment/adjustment was received or entered into the system
5

MasterType

Payments/Adjustments are frequently received from Insurance or Private individuals as a single amount which must then be applied against
multiple services.- see - Transaction Details
6

Amount

The amount of the payment received from insurance or from the patient
7

Description

The description as originally entered into system in Payments Entry
8

PaySource

This shows what was the original source of the payment when it was entered into the system in Payments Entry
9

UserName

The identification of the user who originally entered this transaction.
10Detail Date
The date the transaction was entered into the system. Coinsides with the Master Date
11

DetailType

Transaction type - see -  Transaction Details
12

Description

Text describing the transaction
13

Tran Amt

The transaction amount applied to the service referenced in this row
14

Svc Date

The date of the service to which this transaction has been applied
15

CPT

CPT code for this service - see CPT Table
16

Service Amt

The original amount of the service to which this transaction is applied
17

Balance

The unpaid balance of the service
18

SvcDescription

Service Description