MedLook Weekly Tip For 10/15/2006

Two of the patient sub-folders are related to un-posted transactions.  Posting is nothing more than a review of the un-posted transactions and a confirmation that all of the transactions thus far un-posted are correct.  This includes charges, payments, credits, and debits. 

The two un-posted transactions sub-folders include Unposted Transactions and Unposted Line Items.  The Unposted Transactions, as shown below, lists each patient and the number of un-posted transactions and dollar amount.  The data is also grouped on a “dummy”-grouping field so that a total is also computed and shown.  The group header provides a total number of patients that have not been posted.  The footer for each group shows the total count for each type of transaction and the total dollar amount as well.  Of course, double clicking any of the listed patients immediately opens the account for further editing.

Each line in the Unposted Transactions list shows the patient number, last name, first name, MI, title, number of un-posted transactions (total and by type – charges, payments, credits, debits), the dollar amount yet un-posted by type, and phone numbers.

The Unposted Line Items list contains much of the same information as the above list BUT the key difference is that every un-posted line item is shown.  All un-posted items are listed and grouped by type (charges, payments, credits, debits).  The headers again provide the total number of line items per group and the footers provide the total dollar amount un-posted for the category.  The total amount un-posted of all categories is shown in the very bottom footer. 

Some fields are by hidden by default but can be included if necessary.  Using the right click Show Fields menu item the User Name who entered the data and from what computer can be added to the list and potentially used for grouping the data as well.  In the list above the User Name is not shown (i.e. it's hidden) but the data is grouped by User Name at the top level and then by transaction type.

Both of these sub-folders are similar to what you see in the Daily Ledger report but one big difference is there is no posting and another is you can immediately fix anything that seems incorrect by entering the account in question and making any necessary edits.

Email Us  Any questions, comments, or suggestions are welcome.