| Transaction Description | Enter the transaction description. This is the code that displays in the system. |
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| Note | Enter any additional notes, if needed. |
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| Type | Enter the type of transaction that this code represents:
- Adjustment
- Payment
- Refund
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| Source | Enter the source of the transaction as being expected from the Patient or Third Party.
To make the transaction code available:
- In the Transactions Practice Preferences, select Patient.
- For automatic adjustments in the Contracts library, select Adjustment as the Type and Third Party as the Source.
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| Sign Type | Select the sign to associate with the transaction.
- Positive increases the balance.
- Negative decreases the balance.
By default, payments and adjustments have a negative sign and refunds have a positive sign. |
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| Bad Debt Only | To define a bad debt transaction code, do the following:
- Select the check box Bad Debt Only
- Select the check box Allow sign override
- In the Source field, select Patient
- In the Type field select Payment
The bad debt codes are populated in Practice Preferences Payment Processing in the Bad Debt area of the window. You must select a bad debt transaction code for each bad debt payment method. |
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| Allow Sign Over Ride | Select this check box to:
- Allow users to change the sign when they enter a payment. This option is useful for adjustments, such as error corrections, that can be either positive or negative.
- Identify a transaction code for void, reversal, or bad debt transactions.
Note: If you do not select this check box, the system ignores any sign changes that are entered into the Transaction Detail window.
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| Optical transaction | Select this check box when adding an adjustment you want to be available in the Optical Management application. When this option is activated, the adjustment displays in a list of available adjustments in the Sales Adjustment window in NextGen® Optical Management. |
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| Do Not Use in Payment Entry | Select this check box if you want the transaction code to only be applied in the Patient Discount window in NextGen® Enterprise PM.
Note: If you want to manually apply a discount from Payment Entry, you must use a discount transaction code that does not have this check box selected.
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| Exclude from in progress encounters | Select this check box to prevent users from applying this transaction code to encounters that are in an In Progress status. |
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| Discount | Select this check box to identify a code as a discount code to attach to payers. After this option is selected:
- The Discount Application field becomes available.
- The Negative option button is selected under Sign Type.
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| Discount Application | Select one of the following options:
- None
- Contracted Payers
- Non-Contracted Payer
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| User/Groups Blocked Access | Select the users and groups from the current practice that you want to block from using the transaction code. |
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