The following tables contain the available transaction types and a description of each.
Payments
| Type | Description |
| Insurance Payment - Check | An insurance payment made with a check. Note: Ascend Academic requires this transaction type, so you cannot deselect the check box. |
| Insurance Payment - Electronic | An insurance payment made electronically. Note: Ascend Academic requires this transaction type, so you cannot deselect the check box. |
| Insurance Payment - Credit Card | An insurance payment made with a credit card. |
| Check Payment | A patient payment made with a check. |
| Cash Payment | A patient payment made with cash. |
| Credit Card Payment | A patient payment made with a credit card. |
| Patient Financing Payment | A patient payment made with a payment card from a third-party that provides patient financing (such as a CareCredit or healthcare credit card). |
| Electronic Transfer Payment | A patient payment made through an electronic transfer of funds. The payment goes directly into your bank account. |
Charge Adjustment
| Type | Description |
| Charge Adjustment | A general charge adjustment to increase a patient balance. Note: Ascend Academic requires this transaction type, so you cannot deselect the check box. |
| Collected Bad Debt | A fee for collections. |
| Electronic Check Credit | A fee for an electronic check. |
| Initial Balance Forward | A patient balance greater than zero that is being migrated over from another practice management program. |
| Insurance Adjustment | A charge adjustment made by an insurance carrier. Note: Ascend Academic requires this transaction type, so you cannot deselect the check box. |
| Insurance Over-pmt Refund | A charge adjustment from an insurance carrier if the carrier has overpaid. |
| NSF Bank Fee | A fee charged by your bank due to insufficient funds for a check you have deposited. |
| NSF Check | A fee you charge in addition to any bank fee for a check that could not be processed due to insufficient funds. |
| Patient Refund | A charge adjustment to increase a patient balance after a refund that exceeded the correct amount to be refunded was paid to the patient or credited to the patient's balance. |
| Sales Tax | A fee for sales tax. |
| Transfer Charge Balance | A charge adjustment for a balance greater than zero or a charge that is being transferred from another patient. You can also use this adjustment type to post a charge adjustment if a patient balance greater than zero is being transferred to another patient. |
| Ins Charge Offsetting Adjustment | A charge adjustment to offset an insurance payment or credit adjustment. |
| Credit Card Refund | A charge adjustment to increase a patient balance after a refund that exceeded the correct amount to be refunded for a credit card payment was paid to the patient or credited to the patient's balance. |
| Credit Card Void | A charge adjustment to increase a patient balance after voiding a patient payment made with a credit card. |
Credit Adjustment
| Type | Description |
| Bankruptcy Write-off | A write-off for a bankrupt patient. |
| Charitable Contribution | A credit for a charitable contribution. |
| Credit Adjustment | A general credit adjustment to decrease a patient balance. |
| Family/Friend Courtesy | A credit for friends and family. |
| Full Payment Courtesy | A credit for a patient payment that was made in full. |
| Initial Credit Balance Forward | A patient balance less than zero that is being migrated over from another practice management program. |
| In-office Write-off | A write-off made by the office. |
| Insurance Adjustment | A credit adjustment made by an insurance carrier. Note: Ascend Academic requires this transaction type, so you cannot deselect the check box. |
| Professional Courtesy | A discount given as a professional courtesy. |
| Senior Citizen Courtesy | A discount given to senior citizens. |
| Staff Courtesy | A discount given to employees. |
| Transfer Credit Balance | A credit adjustment for a balance less than zero or a credit that is being transferred from another patient. You can also use this adjustment type to post a credit adjustment if a patient balance less than zero is being transferred to another patient. |
| Write-off | A general write-off to decrease a patient balance. |
| Offsetting Adjustment | A credit adjustment to offset a charge or charge adjustment. |
| Discount | A credit given as a discount. Ascend Academic automatically posts a credit for a charge posted on a patient account if that patient has a discount plan. Note: Ascend Academic requires this transaction type, so you cannot deselect the check box. |
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