Overview

Patient transactions are all the items related to a patient being charged for dental treatment. This includes costs incurred, treatment billed, payments made, invoices and statements, etc.

Patient transactions may be viewed from the Patient Transaction Window.

To view the Patient Transactions window

From the Workspace Bar, click Patients... to open the Patients desktop.
Select the required patient then click on the $ / £ Symbol to open the Tranactions screen. You will be able to access this screen from other screens like the Appointment Book.
The main body of this window displays all transactions for the selected patient, in date order.
A scroll bar will automatically appear on the right if there are too many transactions to view at one time.
Options to display the following columns (as displayed in the example above) are set from Configure > Patient File:
- One single column instead of the debit and credit columns
- A single Amount column
- Running Balance for the patient

The right area of this window displays the following columns:

Fee:	The total amount that is invoiced to all parties, e.g. patient portion + payor portion.
Debit:	An amount that will increase the patient’s balance, e.g. an invoice.
Credit:	An amount that will decrease the patient’s balance, e.g. a receipt.
Balance:	(Configuration Option) Running balance of the patient’s account
Open Amt:	Displays unallocated amounts, e.g. invoices yet to be paid, or payments made in advance of treatment. The total of this column should equal the patient’s balance.

The window also has the following fields and functions:

Key:	Each transaction has an icon (picture) identifying the type of transaction. The key button can be clicked to view a list and description of the Icons.
Show Non Account Items:	The ability to show/hide non-account items (items that do not affect the patient balance) is available by clicking this check box. When this box is ticked items such as Statements Printed will be included in the view.
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