Transaction Details dialog (Charge Details Page)

The Transaction Details dialogTransaction Details dialog (Also called, "Charge Details Page") is used to view/edit the details of a transaction and to enter details related to workers' compensation cases. The dialog has three tabs: Transaction Details, HCFA and UB. The HCFA and UB tabs correspond to industry standard claim forms used for both paper and electronic billing.

The HCFA and UB tabs contain some common fields. Where there are fields in common, the information users enter in one tab is automatically transferred to the other tab. For example, if you enter an Accident Date on the UB tab, that information automatically populates in the Accident Date field on the HCFA tab.

Accessing the Transaction Details dialog

You can access the Transaction Details dialog from the RCM module:

  1. Open the RCM module. Charges with follow up dates of today's date or earlier will be displayed by default in the queue on the RCM Home Page. See Home Page to learn how to filter the charges shown in the queue.

  2. Double-click the name of the patient in the queue or select the name and click Ledger from the RCM Sheet Bar. The RCM Ledger screenRCM Ledger screen appears.

  3. To launch the Transaction Details dialog, double-click the line in the Transactions ListTransactions List on the RCM Ledger or highlight it and click Ledger Options > Transaction Details from the Sheet Bar.  

You can also access this dialog from the Patient Ledger:

  1. In the Financial Management module, select the Patient Ledger Sheet Bar optionPatient Ledger Sheet Bar option under the Billing heading on the left side of the screen. The Patient Ledger screenPatient Ledger screen appears.

     

  2. Click the patient information shown highlighted in blue in the Balance InformationBalance Information section to select a patient record.

    The information in this section defaults in from other areas of the system. Click the links below for more information.

      • Patient InfoPatient Info

        The patient's account number, name, age, date of birth and sex are displayed here.

      • RemarksRemarks

        Click the icon to the right of the patient info to read or create Remarks on the account. The Remarks feature is useful for noting finance-related details. For example you can note that you have explained to the patient the level of benefits or tried to collect a co-pay or deposit.  Click here to learn how to read or create Remarks.

      • BatchBatch

        The current batch being used for posting transactions is displayed in blue text just below the patient name. All transactions you complete on the patient ledger will be posted to this batch. You can select a different batch or create a new one. Click here to learn how.

      • Aging informationAging information

        There are five columns within this section which represent aging amounts (from left to right): 0-30, 31-60, 61-90, 91-120, and 120+ days based on the transaction date of the charge.

          • Account: Displays the total balance for the entire account.

          • Patient: Displays the portion of the balance that is assigned to the patient.

          • Insurance: Displays the portion of the balance that is assigned to an insurance carrier on the patient’s account.

         

      • UPUP  (unassigned payment)

        UP: Displays the total of any Unassigned Payments posted to the patient ledger that have not been associated to a charge. If this number is greater than 0, then there is money that can still be allocated to charges. If the charges have reached a 0 balance, then the patient could be owed a refund.

         

         

     

  3. All active Transactions posted to the selected patient record (account) display in the Transaction ListTransaction List in the middle of the screen.

Tabs on the Page

Transaction Details Tab - Charge

Click the links to learn more about the fields on the Transaction Details tabTransaction Details tab for a Charge.

UB Tab

To learn more about the fields listed below, click the links. Complete the fields that are appropriate to the specific case.

HCFA tab

To learn more about the fields listed below, click the links. Complete the fields that are appropriate to the specific case.

 

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