Charge and Transaction Dates
- Charge Create Date: The date captured during charge entry for each line item and reflects the date the charge was created or entered on the Charge Posting window. The date is equal to the current system date and it cannot be modified.
- Charge Service Date: The date captured during charge entry for each line item and reflects the date the service was rendered. The date defaults to the Charge Posting window from the Billable Date field on the Encounter Maintenance window. The date can be modified either before or after the practice closing process.
- Charge Process Date: The date captured during the practice closing process. For Auto Close, the date is the same as the current system date unless the process date was overridden (backdated) on the Charge Posting window. For Manual Close, the date is the Current Process Date displayed on the Practice Closing window unless the process date was overridden (backdated) on the Charge Posting window. In either case, the date cannot be modified after the closing process has run. However, the date can be modified prior to the closing process if the user has the appropriate security.
- Transaction Date: The date captured during payment entry. It defaults from the Default Date selected in the Batch Maintenance (header) window by the user that created the transaction batch. The date can be modified before the batch is posted; however, the date cannot be modified after the batch has been posted.
- Transaction Post Date: The date captured when the transaction batch is posted. The date is equal to the current system date and it cannot be modified.
- Transaction Process Date: The date captured during the practice closing process. For Auto Close, the date is the same as the Post Date unless the process date was overridden (backdated) on the Batch Maintenance (header) window. For Manual Close, the date is the Current Process Date displayed on the Practice Closing window unless the date was overridden (backdated) on the batch header. In either case, the date cannot be modified after the transaction batch has been posted; however, the date can be modified prior to posting the batch if the user has the appropriate security.