FAQ: Unable to view the full Patient Transaction History under Patient Setup

Initially a new user may not see a full listing of the Patient Transaction History under the Patient Setup. The default settings of the Patient Transaction Search may only be set to show Claims with a balance. 

The following steps can be used to update this setting.

  1.  Go to the Patient Transaction History screen.  This can be done by Double clicking on the Balance line of Patient Setup. 
  2.  The Patient Transaction History Webpage Dialog box will appear. Click on the two downward facing arrows.
  3. Place a check in the Display Zero Checkbox.  This will now allow zero balance claims to appear in the Patient Transaction History.