Transaction Entry Module

The Transaction Entry module is a multi-function module with options for a variety of tasks such as accepting payments, making adjustments, allocating funds and adding charges. Access the Transaction Entry screen using the Transactions menu, the toolbar icon, the appointment book or the ledger.

Additionally, the Transaction Entry module is launched automatically when you are checking out a patient from the Scheduler.

The Transaction Entry module has two primary sections. The top section lists the transactions entered for a specific date with detailed information for each transaction arranged in columns.
The columns include the following:
Transactional Entry Columns Description

Selection box

Check this box to select a specific transaction.Please note the ability to select a transaction depends on the timing and type of transaction.
Date

Date of the transaction
Patient

The name of the patient associated with the transaction
Office

The name of the office associated with the transaction (as named in Setup).
A

How the transaction was applied (R=Responsible Party, P=Patient).

Code

The transaction code
Tooth

The associated tooth if applicable
Surf (Surface)

The associated surface if applicable
N

Indicates the presence of a note. Hover the mouse over the note to display it, or click the date.

Description

The description of the transaction
Bill

Billing Order
Duration

Duration, if applicable
Provider

The provider associated with the transaction
Est. Pat. (Estimated Patient)

The fee amount to be paid by the patient
Est. Ins. (Estimated Insurance)

The fee amount to be paid by the carrier(s)
Amount

Total amount (Estimated Patient + Estimated Insurance)
Items displayed in this top section of the Transaction Entry module are displayed for a particular date.By default, today’s transactions are displayed. The date can be changed by selecting a new date from the calendar drop down.
Note: To view transactions across multiple dates, visit the Ledger.

The bottom section of the Transaction Entry module is used for the entry of new transactions, including treatments, products, adjustments and payments. The section is divided into three tabs:

The Add Procedures tab is used to include additional charges to the patient’s account regardless of an appointment. Most clinical items will not need to be added using this tab since those procedures flow from the Tooth Chart module when treatments are completed or from the Treatment Plan module when they are posted. Each practice will set guidelines for adding procedures using this tool.

The Add Procedures tool can also be used for adding products sold to the patient such as toothbrushes, whitening kits or fluoride. These items must be added as procedure codes during the setup process.

Procedures may be located and added in a variety of ways, depending on the practice setup:
  • By code
  • User code
  • Description
  • Explosion code
  • Category