V_InvoiceDetailwithInsurance
The V_InvoiceDetailwithInsurance view displays insurance information for all invoices. Each row displays information for each transaction for each line item. If a line item is involved in multiple transactions (for example, a sale and a remake), a row displays for each separate transaction. You can filter the data by item type, item ID, transaction date, order date, and office number.
The view contains the following data:
Column Heading | Unique to SQL Database | Description |
---|---|---|
InvoiceDetailId |
Y |
Unique ID for the line item on the invoice. |
InvoiceID |
|
Unique ID number for the invoice, displayed on the invoice. |
OrderNum |
|
Unique ID number for the lab order; displayed on the patient’s Orders and Transactions pages. |
ItemType |
Y |
Unique ID for the item type. |
ItemID |
Y |
Unique ID for the item. |
Quantity |
|
The quantity of the specific line item. A negative number indicates that items were returned or remade. |
Price |
|
The retail amount, in dollars, of the line item; does not include tax or discounts. |
DiscountTypeID |
Y |
Unique ID for the discount type. |
Tax |
|
The total amount of tax charged on the line item. |
Discount |
|
The global discount, in dollars, applied to the line item. |
LineDisc |
|
The total line discount, in dollars, applied to the line item. |
PackageDisc |
|
The total package discount, in dollars, applied to the line item. |
Amount |
|
The total amount, in dollars, that the patient is expected to pay. The amount includes the copay, if any. |
Allowance |
|
Patient’s allowance applied to the line item, as determined by his or her insurance plan. |
Copay |
|
Patient’s copay applied to the line item, as determined by his or her insurance plan. |
Receivable |
|
The expected insurance receivable for the line item. |
InsuranceDiscount |
|
The discount, in dollars, offered by the insurance plan for the line item |
InsPlanID |
Y |
Unique ID for the insurance plan. |
PlanName |
|
The patient’s insurance plan applied to the transaction. |
CarrierName |
|
The patient’s insurance carrier applied to the transaction. |
InsCarrierCode |
|
The code for the insurance carrier, as recorded in AcuityLogic Admin. |
OrderType |
|
E = eyeglasses |
TransactionDate |
|
Date of the transaction, as displayed on the patient’s Transactions page. |
OrderDate |
|
Date of the lab order. |
OfficeNum |
|
Office number of the office where the invoice was generated. |
isPrimary |
|
1 = The patient’s primary insurance plan was used. |
PatientName |
|
Patient’s first and last name. |
PatientID |
|
The Patient ID number displayed on the patient profile. |
TransactionID |
|
The transaction ID, as displayed on the patient’s Transactions page. |
TransactionTypeID |
Y |
Unique ID for the transaction type. |
Description |
|
The type of transaction. |
CompanyID |
|
The ID of the company that created the transaction. |
InvoiceCnt |
Y |
The invoice count. If there are multiple line items on one invoice, the invoice count only populates for the first line item on the invoice. 0 = The line item is not the first line item on the invoice. To locate the invoice count for the invoice, search for all other line items with the same InvoiceID. 1 = Sale, or any transaction in which the patient pays the office. -1 = Remake, refund, void, or any transaction in which the office pays the patient. |
Here is an example of the V_InvoiceDetailwithInsurance view imported into a spreadsheet:
V_InvoiceDetailwithInsurance view (cont.):