Custom Transaction Codes

1. Display the Custom Transaction Codes page: On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Custom Transaction Codes
2. Code — Enter the transaction code.The code must be unique.
3. Name — Enter a unique name for the transaction code.
4. Note — Enter any notes about this custom transaction code.
5. Click Save. The custom transaction code appears in the list below.

1. Display the Custom Transaction Codes page: On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Custom Transaction Codes.
2. Code — Enter the transaction code. The code must be unique.
3. Name — Enter a unique name for the transaction code.
4. Text on Patient Statement — You can enter text in this field that will be printed on patient statements when this transaction code is applied to a patient balance.
5. Note — Enter any notes about this custom transaction code.

Sage Intacct fields

6. GL Debit Account — If left blank, defaults to 500100. Accounts added to these fields override the default mapping to Sage Intacct^®.
7. GL Credit Account — If left blank, defaults to 120100. This value should not be altered.

Save the new code

8. Click Save.
   The custom transaction code appears in the list below.

For each collection agency that you use, you must create a unique agency-specific transaction code. All collection adjustments and recoveries are tagged with the custom transaction code for the agency that you use. The custom transaction code identifies the collection agency in the Activity Wizard report and the Collections AR Report.

1. Display the Custom Transaction Codes page: On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Custom Transaction Codes.
2. Code — Enter a unique code to be used for collections, such as AGENCY1COLLECTIONS.
   Note: For reporting purposes, each custom transaction code used for collections should correspond to a single agency.
3. Name — Enter the name of the collection agency.
4. Text on Patient Statement — You can enter text in this field that will be printed on patient statements when this transaction code is applied to a patient balance.
5. Note — Enter any internal notes about this transaction code. We strongly recommend including the name of the person who created this custom transaction code, the date added, and any details about the collection agency that others may need to know.
6. Click Save.
   The custom transaction code appears in the list below.

1. Display the Custom Transaction Codes page: On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Custom Transaction Codes.
2. Locate the custom transaction code in the list.
3. Click the update link.
4. Edit fields as needed.
5. Click Save. The updates are reflected in the list below.

Note: This procedure requires that the Return Mail Service feature be enabled for your practice.

1. Display the Custom Transaction Codes page: On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Custom Transaction Codes.
2. Add a new custom transaction code, or click update for an existing custom transaction code.
3. Text on Patient Statement — Enter the text to appear on the patient statement when this code is applied to a patient's balance.
4. Click Save.

1. Display the Custom Transaction Codes page: On the Main Menu, click Settings > Practice Manager. In the left menu, under Practice Links — Miscellaneous, click Custom Transaction Codes.
2. Locate the transaction code in the list.
3. Click the delete link. A warning message appears.
4. Click OK to delete the code, or click Cancel to keep it.
   Note: Deleted custom transaction codes appear disabled in the list of custom transaction codes. To restore a deleted transaction code, click the undelete link.