Data SnapShot - Credit

Credit

Denoted below are the specific Payment, Adjustment, and Account Credit data items and their associated data types to assist with processing a data snapshot.


Field

Description

Values

TRANID

Unique identifier for the payment, adjustment, or credit entry.

Numeric - 8 or 9 digits

CHARGEID


The ID of the charge that the credit is applied to.  Foreign key to the SEQNO column in Charge.
Numeric - 8 digits

CLAIMID


The ID of the claim that the credit is applied to.  (Note 1:  Credits applied to an account debit not associated with any particular claim will have '1000000' in this field)  Foreign key to the SEQNO column in Claim.
Numeric - 8 digits

CREDITTYPE

The type of payment, adjustment, or credit that is represented by the record.

0: Unknown
1: Insurance Payment
2: Patient Payment
3: Patient Copay
5: Insurance Adjustment
6: Patient Adjustment
I: Information Line
A: Account Credit
T: Transfer

CUSTNO

The CMD customer number that the credit record is associated with.

Numeric - 8 digits

ENTERED

The date and time that the credit record was entered into the system.

Date/Time

PATIENT


Represents the ID of the Patient.  Foreign key to the PACCTNO column in Patient.
Numeric - 8 digits

PAYMENTTYPE

Represents the form in which a payment or adjustment was provided.

0: Cash
1: Check
2: Credit Card (Generic)
3: Other
4: Adjustment
10: Visa
11: Mastercard
12: American Express
13: Discover
15: EFT (Electronic Funds Transfer)

RECEIVED

The date that a payment or adjustment was received, as specified by the user.
This is also known as the check date for insurance payments.

Date

SOURCE

Represents the source of the payment or adjustment.  If the value is greater than 100000, this is a foreign key to the SEQNO column in Payer.

1: Patient
2: Other
########: Payer Identifier

SUBTYPE

Deprecated field used to track the type of payment/adjustment.
Use CREDITTYPE and PAYMENTTYPE instead.


TRANTYPE

Represents whether a record is a credit (adjustment or acct credit) or a receipt (payment).

C: Credit
R: Receipt