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.
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