Data SnapShot - Credit
Last Modified on 11/18/2021 2:17 pm EST
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
|
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
|
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.
| 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
|