Transaction Detail Report
- Referral Report
- Patient Appointment Report
- Claim Adjustment Report (CAR codes)
- General Navigation
- Aging Report
- Apply Credits
- Closing Run Summary
- Collection Payment Summary
- Facility Report
- Insurance Aging Report
- Patient Roster Report
- Primary Insurance Reimbursement Report
- Recall Report
- Service Reimbursement Report
- Service Status Report
- Tickle Note Report
- Transaction Detail Report
- Update Billing Account Types
- Month End
The Transaction Detail Report has a dual purpose. It can be used to locate patients that had specific transaction codes posted on their accounts, or it can be used to determine which user posted specific transaction codes.
Filter Selection
In the example above, the report will find all the patients who had a WO posted during the first quarter of 2013. To do so, expand on Charge Correction/Adjustment and place a check in the Write Off box. The report can be further filtered to include only those transactions entered by a selected user or users.
The Report
Click the (+) next to the Type to expand the details. In the example above, the report lists all Patients with the WO Transaction Code. Clicking on the Patient ID brings up the Patient record, and clicking on the Transaction ID brings up the Transaction for further details.
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