Set Up Transaction Groups

Use the Transaction Group table to create groups of miscellaneous charges that should always be posted together.

Get Started

Create Miscellaneous Charges - Use the Transaction Type table to create individual miscellaneous charge descriptions. You can then arrange these individual charges into transaction groups, as described below. See "Transaction Types Table" for details.

Choose Your Settings

1. Open Transaction Group Table - ViewPoint main menu > System Tables > Financial > Transaction Group.

   

2. Create or Edit a Record - Select an existing record to edit, or create a new record.

   Select Existing Record - Your list of existing records appears at the left. Click the record to work with, then review and edit the details at the right.

   Create New Record - Click New, then type a description. You can then edit your new record to complete the details. Once created, you cannot change the name of the group.

   

3. Group Details - Select a record to work with, then enable the individual transactions you want to include in the group. The summary at the right shows you the total amount that will be charged when the group is posted to a patient's account.

   

4. Save Your Changes - Click Ok to save the changes you have made and close the editing window.

More Information

Delete a Group - Select the record you want to remove and click Delete, then confirm your action. Any previously posted transactions are not affected.