V_TransactionDetail

The V_TransactionDetail view displays information for all transactions. Each row represents an individual transaction. You can filter the data by the transaction date and office number.

The view contains the following data:

Column Heading Unique to SQL Database Description

ID

Y

This ID number is unique to the V_TransactionDetail view.

TransactionDate

 

Date of the transaction.

Officenum

 

Office number of the office where the invoice was created.

TransactionID

 

The transaction ID, as displayed on the patient’s Transactions page.

TransactionTypeID

Y

Unique ID for the transaction type.

TransactionTypeDescription

 

The description of the transaction.

ItemType

Y

Unique ID for the item type.

ItemTypeDescription

 

The description of the item in the transaction.

EmployeeId

Y

Unique ID of the employee who processed the transaction.

PatientID

 

The Patient ID number displayed on the patient profile.

InvoiceTotalAmount

 

The total amount, in dollars, recorded on the invoice.

ItemID

Y

Unique ID for the item.

Quantity

 

The number of items included in the individual transaction. A negative number indicates that items were returned or remade.

Retail

 

The retail amount of the item; does not include tax or discounts.

Discount

 

The global discount, in dollars, applied to the item.

Tax

 

The total amount, in dollars, of tax charged on the item.

LineDisc

 

The total line discount, in dollars, applied to the invoice.

PackageDisc

 

The total package discount, in dollars, applied to the item.

CustomerPay

 

The dollar amount that the patient is expected to pay.

DiscountTypeID

Y

This ID is unique to the discount type, and only appears if the invoice has a line discount. A DiscountTypeID value of 0 indicates that the invoices does not have a line discount.

InvoiceID

 

Unique ID number for the invoice, displayed on the invoice.

Allowance

 

Patient’s allowance applied to the transaction, as determined by his or her insurance plan.

Copay

 

Patient’s copay applied to the transaction, as determined by his or her insurance plan.

Receivable

 

The expected insurance receivable.

InsuranceDiscount

 

The discount, in dollars, offered by the insurance plan for the line item

PaymentTypeID

Y

Unique ID for the payment type.

PaidAmount

 

The paid amount field populates only if the transaction is marked as Payment, Refund, or Miscellaneous.

DayCloseId

Y

Unique ID for the date of the transaction.

OrderID

 

Unique ID number for the lab order; displayed on the patient’s Orders and Transactions pages.

If the transaction is marked as Miscellaneous or Old System Refund, there may not be an OrderID associated with the transaction. If the transaction does not have an OrderID, then OrderID cell is blank.

Here is an example of the V_TransactionDetail view imported into a spreadsheet:

V_TransactionDetail view (cont.):

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