The transaction log

The transaction log or accounts list contains the following items:

·        Date – Transaction date.

·        Name – Patient or guarantor name.

·        Surface – Surface letter or letters when applicable.

·        Tooth – Tooth number when applicable.

·        Check # – Check number.

·        Code – Procedure code or transaction type.

·        * – An asterisk in this column indicates that the transaction has been moved to history. You cannot edit or delete transactions in history. A plus sign + indicates that the procedure has been invalidated. Invalidated procedures still show in the Accounts module but no longer display in the Patient Chart. A carat ^ indicates that the procedure has been back-dated to a month that has been closed out. When the procedure is moved to history, the carat ^ changes to an asterisk *.

·        Description – Transaction description

·        N – A musical note indicates that a note is attached to a procedure.

·        D – The letter “D” indicates that the procedure has diagnoses attached to it.

·        Amount – Transaction amount.

·        Prov – The provider of each transaction.

·        Ins – Insurance status (whether or not an insurance claim has been created). The insurance status column either has no entry or the word “No” listed. If the column is empty, an insurance claim has been filed for the procedure. If the column reads “No,” create an insurance claim. If this column has an “x,” the procedure is marked “Do Not Bill to Insurance.”

·        Balance – Account or patient running balance (when selected).