{"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 loading=\"lazy\" title=\"Medisoft Transaction Entry\" src=\"https:\/\/player.vimeo.com\/video\/351291545?dnt=1&#038;app_id=122963\" width=\"500\" height=\"269\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p>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>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\" loading=\"lazy\" width=\"719\" height=\"47\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-19.png?resize=719%2C47&#038;ssl=1\" alt=\"\" class=\"wp-image-606\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-19.png?w=719&amp;ssl=1 719w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-19.png?resize=300%2C20&amp;ssl=1 300w\" sizes=\"(max-width: 719px) 100vw, 719px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>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>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 decoding=\"async\" loading=\"lazy\" width=\"720\" height=\"405\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-20.png?resize=720%2C405&#038;ssl=1\" alt=\"\" class=\"wp-image-607\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-20.png?w=720&amp;ssl=1 720w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-20.png?resize=300%2C169&amp;ssl=1 300w\" sizes=\"(max-width: 720px) 100vw, 720px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>4.&nbsp; The current date is automatically entered in\nthe DATE field, but it can be changed.<\/p>\n\n\n\n<p>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>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>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>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>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>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>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>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\" loading=\"lazy\" width=\"659\" height=\"371\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-21.png?resize=659%2C371&#038;ssl=1\" alt=\"\" class=\"wp-image-608\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-21.png?w=659&amp;ssl=1 659w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-21.png?resize=300%2C169&amp;ssl=1 300w\" sizes=\"(max-width: 659px) 100vw, 659px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>13.&nbsp; The following window will appear:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" loading=\"lazy\" width=\"463\" height=\"308\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-22.png?resize=463%2C308&#038;ssl=1\" alt=\"\" class=\"wp-image-609\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-22.png?w=463&amp;ssl=1 463w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-22.png?resize=300%2C200&amp;ssl=1 300w\" sizes=\"(max-width: 463px) 100vw, 463px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>14.&nbsp; To remove a field highlight it under the\nCAPTION or WIDTH column, then click REMOVE FIELD.<\/p>\n\n\n\n<p>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 decoding=\"async\" loading=\"lazy\" width=\"206\" height=\"254\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-23.png?resize=206%2C254&#038;ssl=1\" alt=\"\" class=\"wp-image-610\" data-recalc-dims=\"1\"\/><\/figure>\n\n\n\n<p>16.&nbsp; Select the field to add, then click OK.<\/p>\n\n\n\n<p>17.&nbsp; New fields added will appear at the bottom of\nthe list seen in step 3.<\/p>\n\n\n\n<p>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>19.&nbsp; Click OK to save.<\/p>\n\n\n\n<p>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 decoding=\"async\" loading=\"lazy\" width=\"720\" height=\"406\" src=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-24.png?resize=720%2C406&#038;ssl=1\" alt=\"\" class=\"wp-image-611\" srcset=\"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-24.png?w=720&amp;ssl=1 720w, https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/07\/image-24.png?resize=300%2C169&amp;ssl=1 300w\" sizes=\"(max-width: 720px) 100vw, 720px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p>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>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>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>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>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>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>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":""},"categories":[9],"tags":[],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/08\/Claim-Management.png?fit=1121%2C747&ssl=1","jetpack-related-posts":[{"id":648,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/new-transaction-entry-alerts\/","url_meta":{"origin":605,"position":0},"title":"New Transaction Entry Alerts","author":"2kmedical","date":"July 23, 2020","format":false,"excerpt":"Claim rejections cost practices money. Staff time to rework denials is time that could be spent elsewhere. The more denials you have, the slower your payment cycle, and likely you will have complete loss of revenue for some denied claims. Now you can reduce rejections even more with customizable transaction\u2026","rel":"","context":"In &quot;What's New&quot;","block_context":{"text":"What's New","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-23\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/07\/Transaction-Entry-1.png?fit=635%2C589&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":499,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/auto-assign-statement-notes-medisoft-23\/","url_meta":{"origin":605,"position":1},"title":"Auto-Assign Statement Notes","author":"2kmedical","date":"June 6, 2019","format":false,"excerpt":"Transaction documentation now includes 3 note fields instead of 1! Users can enter notes into separate internal, statement, and other note fields. Don\u2019t worry, your existing notes are automatically moved to the new note format when you upgrade. Statement and internal notes are also available in Remittance posting with Auto-Assign\u2026","rel":"","context":"In &quot;What's New&quot;","block_context":{"text":"What's New","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-23\/"},"img":{"alt_text":"Medisoft Patient Statements","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2019\/06\/doctor-patient.jpg?fit=1200%2C825&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":824,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-patient-payments\/","url_meta":{"origin":605,"position":2},"title":"How to Apply Patient Payments in Medisoft","author":"2kmedical","date":"June 1, 2021","format":false,"excerpt":"https:\/\/vimeo.com\/557804319 Patient Payments in Medisoft There are two ways to enter patient payments in Medisoft; Directly in Transaction Entry, or via Deposit entry. First let\u2019s take a look at entering patient payments via Transaction Entry. Access Transaction Entry via the Activities menu. Select a patient Chart, and if there are\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Medisoft Patient Payment","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/Patient-Payments.jpg?fit=832%2C420&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":813,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-insurance-payments\/","url_meta":{"origin":605,"position":3},"title":"How to Apply Insurance Payments in Medisoft","author":"2kmedical","date":"May 19, 2021","format":false,"excerpt":"https:\/\/vimeo.com\/552510248 There are two different ways to enter Insurance Payments in Medisoft, (1) on a case-by-case basis, or (2) in bulk via \u201cDeposit Entry\u201d. The first method may be preferable when entering Insurance Payments for one patient, case, or date of service. The second method is preferable when entering Insurance\u2026","rel":"","context":"In &quot;How To&quot;","block_context":{"text":"How To","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-training\/"},"img":{"alt_text":"Insurance Payments in Medisoft","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/05\/Medisoft-Apply-Insurance-Payment-1.png?fit=1200%2C783&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":756,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-transaction-entry-screen\/","url_meta":{"origin":605,"position":4},"title":"Updated Transaction Entry Screen","author":"2kmedical","date":"January 25, 2021","format":false,"excerpt":"https:\/\/player.vimeo.com\/video\/461118342 Updated Insurance Panel The Insurance Code has been added to the front of the Insurance Name in the Insurance Panel of Transaction Entry, enabling you to quickly distinguish multiple insurances with the same name but different codes.","rel":"","context":"In &quot;What's New&quot;","block_context":{"text":"What's New","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-23\/"},"img":{"alt_text":"Medisoft Transaction Entry","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/01\/transaction-entry.png?fit=767%2C286&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":693,"url":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-software-v25\/","url_meta":{"origin":605,"position":5},"title":"Medisoft v25 Pre-Sale is now.","author":"2kmedical","date":"October 20, 2020","format":false,"excerpt":"We are offering discounted pricing on Medisoft V25 to customers that purchase by\u00a0November 20, 2020. After that the price goes up.\u00a0 Don't miss out on your opportunity to reserve your copy at the reduced rate. Contact us immediately to get started today.\u00a0 Click below for a quick video on what\u2026","rel":"","context":"In &quot;What's New&quot;","block_context":{"text":"What's New","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/category\/medisoft-23\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2020\/10\/MedisoftV25_300x250V2.png?fit=300%2C250&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/605"}],"collection":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/comments?post=605"}],"version-history":[{"count":0,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/605\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media\/776"}],"wp:attachment":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media?parent=605"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/categories?post=605"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/tags?post=605"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}