Add a new auto-transaction

To pull in an automatic transaction, just enter the code (alpha or numeric) that you have selected for this transaction. Your automatic transaction code may be the same as your procedure code. For example, if you want to select the charge for an office visit, you could enter 99212 as the automatic transaction code. The code 99212 will select the same procedure code with the description, place of service and your fee. The automatic transaction code must have at least 2 digits if you want to use a number. If you use letters, you may have one or more letters.

You also may have the same Auto-transaction code listed several times with a different fee for each one specifying the financial class for the auto-transaction code. To access the automatic transaction library, select a code that is not in the library.

From the Accounts receivable (main) menu

1.        From the Accounts receivable (main) menu select File and System Management.

2.        From this screen you must select Auto Transactions (Enter-Change-Inquire). This will take you to the Lookup Auto Transactions screen. To add a new one you must click the Add New button.

3.        This will take you to the Auto-Transaction Entry screen. Here you must type a number in the Lookup Code and Transaction Type text box You can right click on the Transaction Type text box to get a list of the valid types. After you have entered all the data and filled in the required fields the Save this Information button will appear for you to press. Click on Save this Information.

From the Patient Account Information

1.        First you must be at the Patient Account Information screen.

2.        Once you are in the Patient Account Information screen for the desired patient, click on the Transactions button at the lower right hand corner of the screen.

3.        At the Lookup Patient Charges menu click Add a New charge.

4.        Then enter a new auto-transaction code in the auto-transaction lookup text box

5.        This will take you to the Lookup Auto Transactions screen. To add a new one you must click the Add New button.

6.        This will take you to the Auto-Transaction Entry screen. Here you must type a number in the Lookup Code and Transaction Type text box You can right click on the Transaction Type text box to get a list of the valid types. After you have entered all the data and filled in the required fields the Save this Information button will appear for you to press. Click on Save this Information.

7.        Once you are back to the lookup menu the new entry should be selected. Now click on Select button to select your new entry.