ABELDent Modified Transaction Report Explained
Explanation:
The following outlines information contained in the ABELDent Modified Transaction Report.
More Information:
The Modified Transactions Report contains information about financial transactions that have been modified or deleted.
It is recommended that this report be printed or previewed daily. Refer to "Modified Transactions Report" in ABELDent Help for more information.
To obtain a Modified Transactions Report:
- Click on Reports
- Click on Day End
- Click on Modified Transactions
- The date range will default to the current accounting date, change to different date range as required
- The Patient ID range will default to include all PIDs, but you may enter 1 PID range to look at the report for a select patient:
- Click OK, then print or preview the report
Headings:
- Mod.Date: accounting date that the actual modification or edit took place on
- Activity:
- DUP INS: reprint of insurance form or receipt
- Delete: transaction was deleted
- Edit: transaction was edited
- By: initials of user (if used in ABELDent); typically, this field is no longer used and has been replaced by the Authorization Manager
- Reason: shows the reason for the reprint of the insurance form/receipt as typed in by the user (ie reprint, test, etc.); otherwise, the Reason is completed automatically by ABELDent:
- Removed Payment: payment was deleted
- Same Day Delete: billed code was deleted, on the same date it was entered
- Xfer to ###: the ### represents the PID number of the account holder to which this transaction was transferred to; for example, if a patient was on their own account and you updated the Personal tab to change the account holder to another patient ID, you would see an Xfer line for EACH and EVERY transacation that was transferred to the new account holder. If there was a long financial history for the patient, this will result in a very lengthy Modified Transactions Report on the date you changed their account holder.
- Altered Bill: a billed procedure code was changed in some way (ie tooth #, surface, fee, provider, etc.)
- TRN#: original transaction number that was modified or deleted
- TRN. Date: date of the original transaction that was modified or deleted **note: if the TRN.Date is different than the Mod.Date it means something was deleted/edited from a past date which affects your day end reports and month end reports from that original date to today's date**
- Reference: type of transaction that was modified or deleted
- Pat.: patient ID for the modified or deleted transacation
- Fee: original fee of the transaction that was modified or deleted
- Ins.: original assigned amount of the transaction
- Payment: payment amount of the original transaction with the Payment type (ie C/Cash, V/Visa, M/MasterCard, D/Debit, etc.)
- Pvdr: provider of the original transaction
References
Product (s): ABELDent
Category: Reports
Classification: Private, Public
Date Created: 21Oct14
Created by: SonyaH