{"id":605,"date":"2019-07-31T22:49:08","date_gmt":"2019-07-31T22:49:08","guid":{"rendered":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/?p=605"},"modified":"2021-01-28T23:02:31","modified_gmt":"2021-01-28T23:02:31","slug":"medisoft-transaction-entry","status":"publish","type":"post","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-transaction-entry\/","title":{"rendered":"How to create transactions in Medisoft"},"content":{"rendered":"\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe title=\"Medisoft Transaction Entry\" src=\"https:\/\/player.vimeo.com\/video\/351291545?dnt=1&amp;app_id=122963\" width=\"500\" height=\"269\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To create claims that can billed to Insurance Companies, you\nwill first need to enter the charges (Procedures or services performed on\npatients) in the Transaction Entry screen.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1.&nbsp; To access the Transaction Entry screen, go to ACTIVITIES, then ENTER TRANSACTIONS, or by clicking the left-most icon just under the menu.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"719\" height=\"47\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-19.png\" alt=\"\" class=\"wp-image-606\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-19.png 719w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-19-300x20.png 300w\" sizes=\"(max-width: 719px) 100vw, 719px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">2.&nbsp;\nStarting at the top-left corner of the Transaction Entry window, enter\nthe CHART number and CASE for the patient whom you want to enter or edit\ntransactions for, or use the drop-down arrow, or magnifying glass \/ lookup icon.&nbsp; You can also use the F6 key on your keyboard\nfor a quick patient search or F8 to enter a new patient.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3.&nbsp; Click the NEW button near the middle-left of the window to start a new transaction line.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"720\" height=\"405\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-20.png\" alt=\"\" class=\"wp-image-607\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-20.png 720w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-20-300x169.png 300w\" sizes=\"(max-width: 720px) 100vw, 720px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">4.&nbsp; The current date is automatically entered in\nthe DATE field, but it can be changed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5.&nbsp; Depending on your Program Options setup, you\nmay be able to use the arrow keys, the enter key, or the tab key, on your\nkeyboard to move from field to field.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6.&nbsp; Continue entering or selecting values for the\nPROCEDURE, UNITS, AMOUNT, DIAGNOSIS 1-4, PROVIDER, MODIFER 1-4 and any other\nfields as needed.&nbsp; Be aware that some of\nthe fields could be auto-populated depending on how the Procedure code was setup.&nbsp; For more information on that please refer to\nthe previous manual.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7.&nbsp; If you need to enter additional transaction\nlines, either press the down arrow key on your keyboard, or click the NEW button\nagain.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">8.&nbsp; When finished entering charges, click the SAVE\nTRANSACTIONS button, in the bottom right-hand corner of the window.&nbsp; Note, if you click that button again without\nhaving made any changes you will get a message stating no transactions were\nsaved, its ok.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">9.&nbsp; Be aware the fields shown in the grid can be\nmodified.&nbsp; For example, you may need more\nthan just the 1<sup>st<\/sup> Modifier field which is the only one shown by\ndefault; you can add a 2<sup>nd<\/sup>, 3<sup>rd<\/sup>, or 4<sup>th<\/sup>\nmodifier field (see next section).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">10.&nbsp; Now that the charges are saved you could\nprint a claim by clicking the PRINT CLAIM button near the bottom of the window.&nbsp; Most times though you\u2019ll want to continue on\nentering other charges, and print the claims in batch (multiple claims) later.&nbsp; This will be shown in a later section of this\nmanual.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">11.&nbsp; As mentioned (<em>in step #9<\/em>) above the Transaction\nEntry Grid areas can be modified.&nbsp; To do\nso a patient CHART and CASE must be selected.&nbsp;\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">12.&nbsp; Click the black-circle at the intersection of the rows and columns as seen below.<br><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"659\" height=\"371\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-21.png\" alt=\"\" class=\"wp-image-608\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-21.png 659w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-21-300x169.png 300w\" sizes=\"(max-width: 659px) 100vw, 659px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">13.&nbsp; The following window will appear:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"463\" height=\"308\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-22.png\" alt=\"\" class=\"wp-image-609\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-22.png 463w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-22-300x200.png 300w\" sizes=\"(max-width: 463px) 100vw, 463px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">14.&nbsp; To remove a field highlight it under the\nCAPTION or WIDTH column, then click REMOVE FIELD.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">15.&nbsp; To add a field, click the ADD FIELDS button, the following window will appear:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"206\" height=\"254\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-23.png\" alt=\"\" class=\"wp-image-610\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">16.&nbsp; Select the field to add, then click OK.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">17.&nbsp; New fields added will appear at the bottom of\nthe list seen in step 3.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">18.&nbsp; To change the position of a field highlight\nit, then click either the up or down arrow buttons to the right of the REMOVE\nFIELD button.&nbsp; Moving a field high up in\nthe list moves it to the left in Transaction Entry.&nbsp; Moving a field down lower in the list moves\nit further to the left in Transaction Entry.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">19.&nbsp; Click OK to save.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">20.&nbsp; In the top left corner, near the patient Chart and Case fields, you will find information about the patient\u2019s last payment date &amp; amount, last visit date, the visit number out of the total number of visits, and global coverage unit information.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"720\" height=\"406\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-24.png\" alt=\"\" class=\"wp-image-611\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-24.png 720w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-24-300x169.png 300w\" sizes=\"(max-width: 720px) 100vw, 720px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">21.&nbsp; In the top middle of the window, you will\nfind tabs corresponding to the patients insurance(s), and the patient.&nbsp; The tabs show the balance due for each\nresponsible party, and what aging bucket each balance falls into.&nbsp; Just below those tabs you will find information\non the patient\u2019s copay amount, annual deductible amount, other arrangements,\nand the year-to-date amount (of deductible paid).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">22.&nbsp; In the top right corner of the window, you\nwill find account information; charges, adjustments, payments, and balance.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">23.&nbsp; The MULTILINK button allows users to enter a\ngroup of transaction codes with a single entry.&nbsp;\nTo make use of this feature, a MultiLink code must first be setup.&nbsp; This can be done from the LISTS menu, then\nMULTILINK CODES.&nbsp; Up to 8 procedure codes\ncan be linked to a Multilink Code.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">24.&nbsp; The NOTE button allows a text entry to be attached\nto a transaction line.&nbsp; These notes may\nbe for internal use only, or may be sent on claims (depending on your\nelectronic claims solution, not all will utilize this).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">25.&nbsp; The EDI NOTES button allows certain\nadditional pieces of information to be attached to a transaction line and sent\non a claim (depending on your electronic claims solution, not all will utilize\nthis).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">26.&nbsp; The DETAILS button allows certain NDC and\nprescription information to be attached to a transaction line and sent on a\nclaim (depending on your electronic claims solution, not all will utilize\nthis).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">27.&nbsp; The TAX button allows users to enter a tax\nentry.&nbsp; To make use of this button a\ntransaction code must be set as TAXABLE, a code must be entered in Program\nOptions, and a TAX RATE must be entered on the TAX transaction code.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>To create claims that can billed to Insurance Companies, you will first need to enter the charges (Procedures or services performed on patients) in the Transaction Entry screen. 1.&nbsp; To access the Transaction Entry screen, go to ACTIVITIES, then ENTER TRANSACTIONS, or by clicking the left-most icon just under the menu. 2.&nbsp; Starting at the &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-transaction-entry\/\"> <span class=\"screen-reader-text\">How to create transactions in Medisoft<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":776,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[9],"tags":[],"class_list":["post-605","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-medisoft-training"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\r\n<title>How to create transactions in Medisoft - Medisoft Blog from 2K Medical<\/title>\r\n<meta name=\"description\" content=\"Would you like to have a better uderstanding on entering new transactions and charges in Medisoft? 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