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.):