Viewing transaction revisions on the ledger

You can open and hide a transaction's history of revisions, including deletion, on a patient's ledger.

To view transaction revisions on the ledger

1. On a patient's Ledger page, clicktap the View menu.

   

2. Complete the following as necessary:

   • Show transaction history - Set the toggle to Yes to include transaction revisions on the ledger. When set to Yes, additional options display:

     • Include deleted items - Select the check box to include deleted transactions in the ledger.

     • Include transfers of responsibility - Select the check box to include transfers of responsibility.

     

   • Show transaction time - Set the toggle to Yes to display the transaction time in the Modified Date column in the HH:MM:SS [AM or PM] format.

3. ClickTap Done to generate the ledger based on your view settings.

   

   Transactions with revisions display as expandable/collapsible items, and deleted transactions display with strikethrough text and the DELETED status in the description.

4. Review the transaction revisions as necessary.

   Tips:

   • To show or hide the revision history for a specific transaction, clicktap the corresponding expand arrow .

   • To quickly show or hide revision history for all modified and deleted transactions,clicktap Expand All or Collapse All.

   Examples of how to interpret the revision history:

   • Deleted transactions

     • Ascend Academic stores a snapshot of the original transaction.

       Note: The Transaction Date is the transaction date that was entered when the transaction was initially posted. The Modified Date is the date and time when the transaction was initially posted.

     • Cancels the original transaction.

       Note: The Transaction Date is the same as the original transaction's transaction date. The Modified Date is the date and time when the transaction was canceled.

   • Modified transactions

     • Ascend Academic stores a snapshot of the original transaction.

       Note: The Transaction Date is the transaction date that was entered when the transaction was initially posted. The Modified Date is the date and time when the transaction was initially posted.

     • Cancels the original transaction.

       Note: The Transaction Date is the same as the original transaction's transaction date. The Modified Date is the date and time when the transaction was modified.

     • Stores the modified transaction as the current version.

       Note: If the transaction date was modified, the Transaction Date is the new transaction date; otherwise, it is the transaction date that was entered when the transaction was initially posted. The Modified Date is the date and time when the transaction was modified.

   • Transactions with transfers of responsibility

     Transfers of responsibility can display for a procedure or charge adjustment. Each transfer adds a reason automatically but can also have reasons added manually when editing a transaction. The following information displays as applicable for each transfer ("Xfer"):

     • Estimated outstanding primary insurance portion

     • Estimated outstanding secondary insurance portion

     • Estimated write-off

     • Estimated outstanding guarantor portion

     • Transaction amount

     The following actions trigger a transfer of responsibility to be shown for a procedure or charge adjustment:

     • Posting a charge adjustment for today

     • Posting a completed procedure for today

     • Posting a credit adjustment and applying it partially or fully to a procedure or charge adjustment

     • Posting a patient payment (including a payment plan payment) and applying it partially or fully to a procedure or charge adjustment

     • Posting an insurance payment and applying it partially or fully to a procedure

     • Creating an insurance claim for a procedure in either of the following scenarios:

       • If the insurance estimates were not calculated when the procedure was initially posted

         Example: This can happen is insurance was added to the patient's record after the procedure was posted.

       • If the Bill to insurance switch was turned On after the procedure was initially posted

     • Editing a procedure by changing any of the following details:

       • Provider (if the write-off is recalculated)

       • Amount

       • Outstanding Insurance Estimates (Prim. ins portion, Sec. ins portion, or Ins write-off)

       • Insurance Estimate Overrides (Primary or Secondary)

       • Bill to insurance (if the switch is set to Off, the outstanding amount is transferred to the guarantor)

     • Editing a charge adjustment by changing the Amount

     • Editing a payment by changing any of the following details:

       • Amount

       • Applied (to re-allocate the payment)

     • Editing a credit adjustment by changing any of the following details:

       • Amount

       • Applied (to re-allocate the credit)

     • Deleting a payment that has been applied to a procedure or charge adjustment

     • Deleting a credit adjustment that has been applied to a procedure or charge adjustment

     • Deleting an insurance claim

     • Applying updated insurance estimates to unpaid procedures

5. (Optional) To view the reasons for a transfer of responsibility, clicktap the Xfer record to display the Reason for Responsibility Transfer window.

   • If necessary, search for and add a reason (or create a new one) from the Specify any additional reason field.

   • If necessary, clicktap its X to remove a manually-added reason.

   • To save any changes,clicktap Save.