The Credit Card Transaction Report displays a list of transactions that were processed using the integration of Axia (the third-party provider of the credit card processing service) with Dentrix Enterprise.
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Why: |
To review the credit card transactions that were processed through Axia, and to ensure transaction totals balance out over a variety of reports |
When: |
Daily, and as needed |
To generate the report
In DXOne Reporting, select Management, and then double-click Credit Card Transaction.
The Credit Card Transaction dialog box appears.
Set up the following options:
Date Range - To filter the report by date, do one of the following:
To include transactions that have dates within a range that you specify, select the Specific Range option. With this option selected, do one of the following:
Enter a date range (in a m/d/yyyy format) in the From and To boxes.
To select a date, do the following for From and To:
Click the corresponding calendar icon to view a month calendar.
Navigate to the correct month using the left and right arrows.
Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.
Click the correct day.
To include transactions that have dates within a range that is relative to the report date, select the Relative Date Range option. With this option selected, select one of the following relative date ranges from the list:
Current Day Current MTD Current Fiscal YTD Current Calendar YTD |
Previous Day Previous Week Previous Month Previous 3 Months Previous 6 Months Previous Fiscal Year Previous Calendar Year |
Next Day Next Week Next Month Next 3 Months Next 6 Months Next Fiscal Year Next Calendar Year |
Date Type - The transaction date is always used.
Billing Type - To filter the report by the billing types that are associated with patients who have transactions entered in their records, do one of the following:
To include all billing types, select the All checkbox.
To include specific billing types, do the following:
Click the search button 
.
The Select Billing Type dialog box appears.
If the list is long, to search for a billing type by ID and/or description, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a billing type's ID and/or description in the ID and Description boxes, respectively.
Click Show Results to view a list of matching billing types.
Note: To return to viewing the list of all the billing types, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more billing types.
Note: To select multiple billing types, click a billing type, and then, while pressing the Ctrl key, click the other desired billing types. To select a range of adjacent billing types, click the first billing type of the desired range of billing types, and then, while pressing the Shift key, click the last billing type of the desired range of billing types.
Click Add.
Repeat steps b-d as needed to add other billing types.
Note: To remove a billing type that you added, select that billing type in the lower list, and then click Remove.
Click OK.
Operator - To filter the report by the users who processed transactions while logged in to Dentrix Enterprise, do one of the following:
To include all users, select the All check box.
To include specific users, do the following:
Click the search button .
The Select Providers/Staff dialog box appears.
Note: Only the providers and staff that you are allowed to generate the report for are available.
If the list is long, to search for a user by ID, first name, last name, and/or title, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a user's ID, first name, last name, and/or title in the ID, First Name, Last Name, and Title boxes, respectively.
Click Show Results to view a list of matching users.
Note: To return to viewing the list of all the providers and staff members, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more users.
Note: To select multiple users, click a user, and then, while pressing the Ctrl key, click the other desired users. To select a range of adjacent users, click the first user of the desired range of users, and then, while pressing the Shift key, click the last user of the desired range of users.
Click Add.
Repeat steps b-d as needed to add other users.
Note: To remove a user that you added, select that user in the lower list, and then click Remove.
Click OK.
Patient Tag - Do one of the following:
To not filter the report by a patient tag, clear the Run By Patient Tag checkbox.
To filter the report by the tags that are assigned to patients, select the Run By Patient Tag checkbox. With this checkbox selected, the options to filter the report by tag are available. Do one of the following:
To include transactions for patients with any patient tag, select the All checkbox.
To include transactions for patients with specific tags, do the following:
Click the search button .
The Patient Tag Selection dialog box appears.
If the list is long, to search for a patient tag, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a patient tag name in the Tag Name box.
Click Show Results to view a list of matching patient tags.
Note: To return to viewing the list of all the patient tags, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more patient tags.
Note: To select multiple patient tags, click a patient tag, and then, while pressing the Ctrl key, click the other desired patient tags. To select a range of adjacent patient tags, click the first patient tag of the desired range of patient tags, and then, while pressing the Shift key, click the last patient tag of the desired range of patient tags.
Click Add.
Repeat steps b-d as needed to add other patient tags.
Note: To remove a patient tag that you added, select that patient tag in the lower list, and then click Remove.
Click OK.
Group By - From each Group [number] list, select a grouping option (None, Cardholder Name, Operator, Terminal, or Transaction) to specify how you want to group data on the report. To not have any groupings on the report, select None from all three lists.
Sort By - Select one of the following options:
Date - To sort the list by date.
Cardholder Name - To sort the list by cardholder name.
Other Options - Select any of the following checkboxes:
Include Refunds - To include refund transactions on the report.
Include Voids - To include void transactions on the report.
Click Save as Default to save the current settings for the next time you run the report.
Click Clear Defaults to revert the dialog box options to the original defaults.
Click Schedule to schedule a report job.
Click OK to preview the report.
Important information this report provides
Transaction - For each transaction on the report, the following information appears: date and time, cardholder’s name, terminal name, payment type (such as charge or credit), card type (such as VISA or MasterCard), payment status (such as processed or void), transaction ID, logged-in user who posted it, billing type of patient’s family, and amount of the transaction (positive or negative).
Totals - The total number of transactions on the report and the sum of those transactions.
