Patient Transaction Screen – Distribution Detail

You can quickly discuss payments with a patient when a payment has been linked to specific treatment or family members by activating the Distribution Detail window. This can be done through View on the menu bar or by using the right mouse click feature.

The Distribution Detail window is available on both the Transaction screen and the History screen.

• Click under the Code column on the payment code or treatment code.
• Click on View from the menu bar. Select Distribution Details.

Shortcut: Click with the right mouse under the Code column for any distributed payment line and a select View Distribution Details. A window will appear, listing the procedures and the payment amount that was linked. You can also click with the right mouse on the Code column for any procedure to see all of the payments that were distributed to that procedure.

If you select View Distribution Details for a treatment that does not have a distributed payment, the Distribution Detail window will contain only one line with the treatment. You will see the usual treatment information with the fee, but a zero will be shown under the AmtDist column. This lets you know that there was no distribution linking for this treatment. Note: If a payment had been distributed towards this treatment, you would also see the payment code in the Distribution Detail window.