Set Up Transaction Adjustment Classification Descriptions

Use the Transaction Adjustments Classification table to create your list of reasons for adjusting patient accounts. The responses are assigned to the Treatment Fee Adjustment and Non-Treatment Fee Adjustment records in your Transaction Type table, and the data is collected whenever you post an adjustment transaction to a patient account or adjust the treatment fee with the Contract Editor. You can optionally use a data tool to add standard Gaidge descriptions to this list.

How to Get Here

• ViewPoint main menu > System Tables > Financial > Transaction Adjustment Classification.

  

Choose Your Settings

Add a description - Click in a blank field at the bottom of the table and type your description.

 

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• Edit descriptions - Click in the field you want to modify and type your changes, or cut, copy and paste text as needed.

• Delete descriptions - Select the record to work with, then press Delete on your keyboard. If the record is linked to patient folders, you can reassign them if needed, or use Clear Links to erase the response in the patient folder as well as removing it from the table.

Insert standard Gaidge responses - (Optional.) Use Data Tool 35, found on the Non-Destructive #2 tab of the data tool window, to add standard Gaidge responses to your list. Any responses you have already created will not be affected. Note, however, that using the data tool will add Gaidge responses to several tables, including Start Origin, Phase Classification, and Transaction Adjustment Classification. See "Use Data Tools" for details about running the tool.

 

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• Save your changes - Click Close to save the changes you have made and close the editing window.

• Assign responses - Open your Transaction Type table to assign a classification to each Non-Treatment Fee Adjustment record. See "Set Up Transaction Types" for details.

• Set Up Financials
  • Contract Class Table
  • Contract Editor Properties
  • Contract Template Editor
  • Late Fee Table
  • Payment Processing: Element Integration
  • Payment Processing: Orthobanc Integration
  • Payment Processing: Vanco Integration
  • Payment Processing: X-Web (X-Charge) Integration
  • Transaction Adjustment Classification Table
  • Transaction Groups Table
  • Transaction Types Table
  • Transaction Reversal Table

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