Patient Transaction History

Displays a complete transaction history of all claims made for the patient.

Amount Due

The amount due or unallocated amount for an invoice is displayed in the Due column and are indicated by red and green text respectively. Total and unallocated amounts for a patient are displayed at the top of the ledger in the Total Due and Unallocated fields.
Transaction History List

Filters

To minimise the number of transactions on the screen apply filters such as search by reference, status and date range. To focus the transactions by item or visit type, click Item type filterItem type filter and select the required item types such as Medicare, DVA, private, Pre-employment and Workers' Compensation.

Adjust Invoice or Receipt details

You can adjust or update any transaction details such as incorrect amount, correct an HCP, reverse an invoice or receipt items, write off an invoice and so on. For more information about adjusting the transaction items, see Invoices and Adjust Receipts.

Print the Transaction History

Print or download the completed transaction items with adjustment details. To print:
  • Select the required transaction items, click Print at the top right.
    Tip: If the Print field is inactive after you have selected transaction items, first deselect any Draft visit items, such as Medicare, DVA and undefined.
  • To print with the adjustment details:
    1. Set Show adjustments.
    2. In the transaction list, select the adjusted invoice items you want.
    3. From the Print list, select Print with adjustment.
    The report is displayed in a Print Preview window, where you can print or download the file.