Overview
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Field Definitions
Field | Type | Required | Description | ||
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Date | Display Only (system-generated) | Yes | Dates associated with the service fee line and subsequent transactions. The date shown on the service fee line of the table reflects the date of service. All other lines reflect the posted date of the applicable transaction. If the transaction has not been posted, the word "pending" appears in the Date column. | ||
Agency | Display Only (pulled from Practices) | Yes | The name of the external collection agency to which the external collection transaction is assigned. | ||
Guarantor | Display Only (pulled from Account) | Yes | The name of the guarantor responsible for the outstanding balance of the service fee line that was transferred to external collections. | ||
Code | Display Only (pulled from Case) | Yes | The transaction code of the external collection transactions activity, e.g., EXCOL. | ||
Description | Display Only (pulled from Case) | Yes | The description of the procedure for the service fee line transferred to external collections. | ||
File | Read-only (system-generated) | Yes | The name of the electronic file the external collection transaction is in. | ||
Amount | Display Only (pulled from Case) | Yes | The amount of the transaction recorded on the external collection transaction. | ||
Balance | Read-only (system-calculated) | Yes | The current balance of the external collection transaction. | ||
Show Zero Balance | Checkbox | No | Allows you to specify whether external collection transactions with zero balances are also shown in the list. By default, this option is set in Account Preferences (File menu > Preferences > Account). If this option is selected, all external collection transactions are listed. You can override the user preference settings. The preference will remain in effect for this workstation until it is changed in Preferences. | ||
Service Line Details Section | Shows case information for a particular service fee line and links to the charge batch and payment batch in which charges and payments were entered. This information is dynamically updated based on the selection. Highlight a SVCFE line item to view the following case information: | ||||
Provider | Display Only (pulled from Case) | Yes | Who performed the procedure. | ||
Case | Display Only (pulled from Case) | Yes | The case number of the service fee line. | ||
Facility | Display Only (pulled from Case) | Yes | Where the procedure was performed. | ||
Charge Batch | Display Only (pulled from Charge Batch) | Yes | The charge batch in which the charge for the service line was entered. Click the link to view the charge batch. | ||
Payment Batch | Display Only (pulled from Payment Batch) | No | The payment batch in which the payment was entered. Click the link to view the payment batch. | ||
Accounting Date | Display Only (pulled from Case) | Yes | The accounting date entered on the case. | ||
Date of Service | Display Only (pulled from Case) | Yes | The date of service entered on the case. |
Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides | ||
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View Attachment | [Alt] + [V] | Open the Image Viewer page to display or add an attachment. |
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