What are payment transaction codes?

The payment transaction section identifies the types of transactions that can be accommodated for payments. Adding a new payment transaction allows the user to add all of the payment transactions a practice will need daily.

Create a payment transaction

To create a new Payment Transaction, click the Utilities icon on the top right. 

Click Practice Setup then Payment Transactions.

Click New Payment Transaction

Select the payment type from the Master Transaction Type dropdown menu. 

The Code will auto-populate, and while you have the option to include a Description, it's not mandatory. 

Click, Save.

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