Set Up Transaction Reversal Table

Use the Transaction Reversal table to categorize the reasons for reversing transactions you have posted to patient accounts, such as transactions posted for the wrong amount, and transactions posted accidentally.

How to Get Here

• ViewPoint main menu > System Tables > Financial > Transaction Reversals.

   

  

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Choose Your Settings

Choose Record to Work With - Use the Previous and Next buttons, or the dropdown button at the bottom of the table window to choose an existing record to work with.

 

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• Create new record- Click New. Then type a description for your reversal, such as Insufficient Funds.

   

  

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• Edit record - Select a record to work with. If you just created a new record, it is selected automatically. You can then edit the name, and toggle the Inactive flag of records you have created. Note that Incorrect Amount, Incorrect Contract , and Unintended Posting are default records that you can select when you post a reversal, but they do not appear in this list.

   

  

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

Notice!

• Reverse transactions - Use the Reversal feature of the patient ledger to correct an error if you post a charge or payment for the wrong amount, or post a transaction unintentionally, or need to completely remove a transaction for any reason. See "Reverse A Transaction" 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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