Prevent a Transaction Code from Displaying on the Encounter Dashboard
You may not want to see Transactions, such as Insurance Balance Transfer In and Out or Patient Balance Transfer In and Out on the Encounter Dashboard. If you prevent the Transaction from appearing, you can still choose to view them on the Encounter Dashboard.
- From Libraries on the left Sidebar menu, select Transaction Codes.
- Select the Transaction Code link.
- In the pop-up, deselect the Significant checkbox.
- Select Save [F2].
Example: When Significant is selected in the Transaction Code Library for Insurance Balance Transfer Out and Insurance Balance Transfer In.
Example: When Significant is deselected in the Transaction Code Library for Insurance Balance Transfer Out and Insurance Balance Transfer In
If Significant is deselected in the Transaction Code Library, you will have the option on the Encounter Dashboard to choose to see them.
If Include Non-Significant Transactions is chosen on the Encounter Dashboard, the Insignificant Transactions will appear on the Line Items.
Related Articles
Add/Modify/Delete Transaction Codes
There are System delivered Transaction Codes for Payments, Adjustments, Write-Offs, Transfers, and Collections, but Custom Transaction Codes can be added by the User. (Permissions controlled) Add Custom Transaction Codes Mimic the setup of an ...Encounter Dashboard Overview
Encounter Dashboard Overview Access the Encounter Dashboard Select the Encounter Number link on the Patient Dashboard, or Enter an e + Encounter number (e12345) in the Navigation Shortcut box. You can go to the Patient Dashboard from the Encounter ...Post PR (Patient Responsibility) Codes
Post a PR Transaction Code instead of a CO In some cases, the balance from the Primary Insurance needs to go to the Secondary Insurance for payment consideration, but a Primary CO adjustment code will write off the balance. Example: The Primary ...Case Dashboard
Case Dashboard User Permissions to access the features on the Case Dashboard Case Notes Permissions The Case Dashboard is the overall view of a Case and the Authorization attached to it. Select the Modify link to edit the Case information. Notes ...Custom Encounter Query (CEQ) Report
The CEQ is a custom report/query tool that queries Encounter Data. Reports > Custom Encounter Query Build a Custom Encounter Query Filter Criteria: Add your filter criteria by clicking the Plus symbol beside "And". The filters you choose will ...