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
S = soft contact lenses
H = hard contact lenses
X = any other item

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.
0 = The patient’s primary insurance plan was not 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.):

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