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Transactions tab

This tab shows you the transactions on an account.  Initially an "overview" of the account is shown, without invoice details:

If you want to see the details of invoices check the Show transaction details checkbox .  The tab will now look like this:

The transactions tab has the following columns:

"e"
The leftmost column indicates if an invoice is an eClaim.  If you click on the "e" button, Panacea will take you to the eClaims tab .  Transactions that do not have an "e" button are not eClaims.  Note that Invoices can have multiple eClaims since they can be resent.  Clicking the "e" button will show the full history of eClaims sent as well as any unsent eClaims for that invoice.

Hosp
This column indicates if a service was provided in hospital.

Funder Outstanding and Person Responsibile Outstanding
These columns show how the service charge (in the Amount column) was split between the funder  and the person responsible .  The service charge is split either by using Split Billing  or by manually moving portions of the service charge (see moving a portion  below).  When using the Product browser , the Co-payment field  will also place amounts in the Person Responsibile Outstanding column.

Panacea's Medical aid statements have columns which reflect these portions, making it very clear to patients and medical aids who owes what.  A typical example would be where a medical aid "short pays" an amount charged.  When this happens it is a good idea to move the outstanding (unpaid) portion to the person responsible .  When the next statement is generated the person responsible  will see clearly that they owe the unpaid portion.

Note that when you move your mouse over one of the values in this column Panacea will show how the value was calculated. This consists of the portion (i.e. the funder portion or the person responsible portion of the service charge) minus payments allocated against that portion.

Buttons on the Transactions tab

The following buttons are available on the transactions tab.  Note that all functions provided by these buttons can also been obtained by right-clicking on a transaction and using the context-menu.

This will resend the selected invoice as an eClaim.  All lines in the invoice are re-sent.  You should only resend eClaims that have been rejected and only after you have made the necessary corrections.  Resending invoices unnecessarily results in duplication at the medical aids and can have serious consequences.
This will resend only the selected line as an eClaim.  Other lines from the same invoice are NOT resent.  Typically you would use this when only a specific line was rejected.
This will take you to the appropriate tab (e.g. Invoice tab or Other Transactions tab) to allow you to edit the transaction.  Double-clicking a transaction will have the same effect.
This allows you to delete a transaction.  Be careful, transactions cannot be retrieved once they have been deleted.

Moving a portion

If you right-click on a Funder Outstanding or Person Responsible Outstanding cell Panacea will display a context menu allowing you to move a portion of the service charge between the funder  and the person responsible .  The first option (Move funder's / person responsible's outstanding amount...) will move the full outsaing amount, whereas the second option (Enter amount to move...) will allow you to enter the amount you want to move.


Context menu

If you right-click on a transaction (except in the Funder Outstanding or Person Responsible Outstanding columns, which are used for moving portions) the general context menu will be displayed (see picture).  The first few menu items are alternatives to the buttons (e.g. Edit, Delete etc).

The following additionals options are available:

  • Request an eQuote  - available only for participating medical aids.
  • Print Invoice (or Quotation).  This allows you to print a single invoice (or quotation) instead of the whole statement.

eQuotes

If an eQuote  has been requested before for an invoice this will be indicated with a  symbol.  Right-clicking on such an invoice will produce a slightly different context menu that will give you access to more options:

  • View eQuote  requested at (date/time) - any previously requested eQuotes  van be viewed.
  • Request a new eQuote  - this may be useful if you have adjusted some details on the invoice.  Note that anti-fraud measures implemented at certain medical aids might restrict the number of eQuotes that you can request per day.
  • Delete eQuote  - allows you to delete previous eQuotes .
 
 
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