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Columns on the Medical Transaction Screen

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There are additional columns on the Medical Transaction screen that are not on the Dental Transaction screen. For example, the POS can only be entered from the Medical Transaction screen.

Tip: Point to any column and the status field at the bottom of the Medical Transaction screen will describe the contents of the column.

  • Start Date
    • This will default to the date that the treatment was entered. You can double click on this field to change the date. Tip: The Incomplete Treatment Status Report tracks treatment based on this date.
  • End Date
    • This is the date treatment was completed. You can right click to enter the current date on this field. You can also double click to change this date.
  • CPT
    • This is where the CPT or ICD codes that were selected are shown. Diagnostic codes (ICD) codes will appear in gray on the Transaction screen. Tip: After clicking on the Service Code icon, click on the CPT or ICD Category button to list only those codes.
  • Md
    • The modifier column is used to manually enter a modifier for a CPT code. It will automatically display the subcategory for an ICD code.
  • X
    • This is used to relate the CPT (medical) code to the ICD (diagnostic) code.
      • Do not type in this field. If you type in this field, it does not fill in field 24-E on the HCFA form.
      • You must use the Diagnostic/Treatment Code Linking feature to link the CPT and ICD codes. The information will then be shown in field 24-E on the HCFA form.
  • Ttl Fee (Total Fee)
    • The total fee is based on the Unit Fee (the fee charged for each treatment) and the Units (the number of times this treatment was done).
  • Ut (Unit)
    • The Unit column will default to 1 for each line of treatment. You can change this number. If you change the number of units, it will also change the amount in the Total Fee field.
  • Ut Fee (Unit Fee)
    • This amount is usually the same as the Total Fee unless you change the Unit number. It would then show the fee charged for one treatment.
  • POS
    • This is the Place of Service for each line of treatment that appears on the HCFA form. The number entered here is based on the guidelines for processing medical claims.
  • TOS
    • This is the Type of Service for each line of treatment that appears on the HCFA form. The number entered here is based on the guidelines for processing medical claims.

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