Transaction icons
Problem: Explanation of Transaction Icons
Solution: See below
Next to the lines of transaction, you will see folders. If you click on the line of transaction, you will see that the folder opens. This lets you know that you've activated that line of transaction.
You will also find folders now to the left of Transactions, these folders can have little green dollar signs that mean there is a balance on the account.
If the services have been billed but not paid yet, you will see a money sign on the left and a red dot on the right.
There is also a little red dot which means that the Transaction has been paid.
This is an insurance payment.
This is a patient payment.
This is an insurance writeoff.
This is a patient writeoff.
This is a transfer to insurance.
Hopefully this will help you to understand the state of transactions, and where these transactions are in the billing process.