Transaction Type List

Transaction Type List; Transaction Type List - Comprehensive

Run the Transaction Type List report to review the descriptions you have available when posting financial transactions. The report is grouped by category, and includes the description, insurance code, and default amount (if any). Adjustment transaction types also include the assigned transaction adjustment classification.

Get Started

Create Transaction Type List - Use the Transaction Type table to categorize miscellaneous charges, treatment fee adjustments, and non-treatment fee adjustments you apply to your patient financial accounts, and specify insurance codes for those transactions. See "Transaction Types Table" for details.

Create Transaction Adjustment Descriptions - If you will be assigning classifications to adjustment transactions (most commonly used with Gaidge integrations), you will also need to create the Transaction Adjustment Classifications table. See "Transaction Adjustment Classification Table" for details.

Run This Report

  1. Click to OpenOpen the Report - ViewPoint main menu - Practice Reports > Audit or Table > Transaction Type List. (The "Comprehensive" report from the Audit Reports menu lists both active and inactive records in your system. The report from the Table Reports menu, without "Comprehensive", includes only active records.)

  2. Output Options - After selecting the report settings, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.

More Information

Print Miscellaneous Charge Descriptions Only - You can also run a Miscellaneous Charge List obtain a list of just the miscellaneous charge descriptions, instead of all of your transaction descriptions. See "Miscellaneous Charge List" for details.