Page Comparison

Audit ID

This is the User ID of the MacPractice user who entered the line item. A User's ID is defined in the References Ability > Users.

Posted Date

The date the transaction was posted in the Ledger. This cannot be edited.

Proc. Date

The date the item was performed. This can be edited in the original transaction (such as in the charge window for a Procedure's Date).

Code

This column will include the Procedure Code or an identifying short description of the transactions.

Description

The description of the transaction will be shown in this column. For Procedures, it will include the Procedure Description in the Charge Window.

Provider

This column will show the Provider selected within the transaction.

Status

The status of a claim.

Discount

If a discount is set in the Account tab, the amount of the discount appears in this column.

Debit

This is the amount of money charged to the account. Debit items will inflate the balance.

Credit

This is the amount of money subtracted from the account. Credit items will decrease the balance.

Write-Off

Any applicable Write-Off appears is this column.

Balance

This represents the balance as of the placement of the line item. This may not match the Acct. Balance.

Payment Amount

This is the total amount of a payment regardless of what may or may not have been applied.

Open

This will display the amount of money still owed for the line item.

Insurance Portion

This column shows amount of the charge that is estimated the insurance company will pay based on how the user has setup Insurance Estimating. Otherwise, when a claim is created without Insurance Estimating, MacPractice assumes 100% will be paid. The remaining amount after the payment has been applied will go into Patient Portion.

Patient Portion

This will display the amount of the charge that is the patient's responsibility to pay.

Patient Paid

This column displays the amount that a patient has paid toward the line item.

Insurance Paid

This will show the amount that an insurance company has paid on the line item.

In Collection

This will say "Yes" or "No" depending on the collections status.

Collection Transmittal Number

This column displays a Transmittal Number that correlates to submitted Collections in the Collections Manager.

Unapplied

This shows how much of a payment has not been applied to a charge or refunded back to the patient/provider/insurance.

Form Amount

This column shows the total amount of all charges tied to the claim/statement on that line.

Thru Date

This column will show the To Date from the New Charge window.

Units

The number of Units entered in the New Charge window for that specific procedure.

Diagnosis 1-4

These columns will indicate the Diagnosis codes (if any) that were listed in the New Charge Window for the procedure.

Emerg.

This states "Yes" or "No" if the Emergency box in the New Charge window has been checked.

Accept

This column will show "Yes" or "No" depending on if the Provider Accepts Assignment on a claim item. For other items, this column will be blank.

Ins. Plan

This displays the Insurance Plan associated to the claim line.

Ins. Holder

This shows the primary person who holds the insurance.

Fee

This column is the amount charged for the Fee alone.

Fee Tax

This is the amount charged for the tax associated with the Fee.

Is Lab

If Requires Lab is checked in the New Charge window, this column will say either "Yes" or "No".

Lab Fee

This is the amount charged for the Lab. (Canadian only)

Lab Tax

This is the amount charged for the tax associated with the Lab. (Canadian only)

Lab Cost

This will display the Lab Cost as designated in the New Charge window.

Lab Place

This column will show the Lab Name the lab was preformed based on the lab selected in the New Charge window.

Original Fee

This will display the base fee of the charge before any added discounts or fees.

Schedule

This column will show the Fee Schedule selected within the New Charge window for the line item.

Time

This displays the Schedule Units entered in the New Charge window.

Procedure Type

This column will display the Procedure Type set in the New Charge window.

TOS

This pulls from the Type of Service field in the New Charge window. This column is precent in DDS, however it cannot be edited.

POS

This information pulls from the selection a user made in the New Charge window under the Place of Service field.

Tooth and Surface

*Not present in MacPractice DC or 20/20*

These pull from the Tooth and Surface fields in the New Charge window.

Quad

This will pull from the Area of Oral Cavity selection the user made in the New Charge window.

Record #

This is the number automatically assigned to the item chronologically in all of MacPractice. This number cannot be edited or changed in any way, and is generally used in the back end of MacPractice to keep the records in order.

Claim Number

*New in Build 11.6.12+*

A system-assigned number to each Claim. These end in E or P, and indicate whether the claim in question is an Electronic claim or a Paper Claim.

Pri. Deductible

This column will show the amount pulling from the deductible primary insurance. This number will be calculated based on how you've setup your Insurance Plans and the Deductible amount entered in the Patient ability > Patient tab > Insurance sub-tab.

Sec. Deductible

This shows the amount pulling from the deductible secondary insurance. This number will be calculated based on how you've setup your Insurance Plans and the Deductible amount entered in the Patient ability > Patient tab > Insurance sub-tab.