System Transactions refer to a detailed list of all the transactions done on a patient's account, like an audit trail for a patient ledger. It differs from ledger transactions, in terms of more visibility as it shows historical transactions including adjustments and reversals.
This article will provide a quick overview of the system transactions page in CareStack. Let's get started!
To view system transactions,
- Select a patient using the Global Search bar.
- Hover over Billing > select System Transactions.
Here you can view two tabs namely 'Patient Transactions' and 'Account Transactions'.
- Click Patient Transactions to view all system transactions of the patient.
- Click Account Transactions to show all transactions of all family members of the patient's account.
You can filter the system transactions by the following criteria:
- Date: The transaction date.
- Patient: The patient for whom the transaction has taken place.
- Proc. Code: The procedure code to which the transaction has impacted.
- Trans. Code: Transaction codes are identifiers used to categorize and manage system transactions.
| Note: Click the Legend icon to see descriptions of each transaction code. |
- Descriptions: They explain the transaction and display any associated amount of the transaction. For any Generated Statement, click the Download button.
- Provider: Select by treatment provider for code-level entries.
- Pat. Amt: Select by patient amount.
- Ins. Amt: Select by the insurance amount
- Tot. Acc. Bal: Total Balance of the Account.
- Acc. Credit: Any amounts that were credited or debited from the account. A minus value indicates that credits were debited.
- User's Name: Select by User Name who has performed the transaction.
Practices can use this simple guide to learn about system transactions in CareStack!