Overview: Transactions

  • Updated

The Transactions page provides a daily view of sales and payments for a clinic location. Use the clinic filter to view completed invoices and payments applied for the current day.

Depending on the transaction, you can view, pay, void, or refund invoices, change payment types, and submit eligible insurance invoices directly to TELUS Health eClaims.

 

How It Works

Today's Sales 

  • Lists all invoices associated with appointments from the current day.
  • Select the Menu icon beside an invoice to access the available actions.
     

 

View Invoice
  • Opens the invoice with options to print or download it
Submit via TELUS Health eClaims
  • Submit the invoice directly to TELUS Health eClaims
  • Option appears when an invoice is Unpaid or Partially Paid
View Payments
  • Opens Payments & Adjustments window where you will see the payments associated with the invoice
  • Click the Menu icon next to the payment to: 
    • View Payment
    • Change Payment Type 
    • View History 
    • Delete Payment
    • Refund Payment
Pay Invoice
  • Option appears when an invoice is unpaid or partially paid 
  • Receive Payment window opens where you can apply a payment to the invoice
Open Patient Profile
  • Opens the Patient Profile associated with the invoice
Fax Invoice
  • Electronically fax an invoice when integrated with SR Fax
Void
  • Void the transaction and any associated payments


Today's Payments 

  • Lists all payments received during the current day. 
  • Select the Menu icon beside a payment to access the available actions. 
     

 

View Invoice Payments
  • Opens Payments & Adjustments window where you will see the payments associated with the invoice
  • Click the Menu icon next to the payment to: 
    • View Payment
    • Change Payment Type 
    • View History 
    • Delete Payment
    • Refund Payment 
View Invoice
  • Opens the associated invoice with options to print or download it
Open Patient Profile
  • Opens the Patient Profile associated with the invoice

 

💡Tip: Voided payments are saved in the Patient Profile > History > Payments. Make sure you check off "Show Voided Payments.


Key Behaviors

  • Transactions are displayed for the current day.
  • In a multi-location environment, use the drop-down menu in the top-right corner to filter transactions by clinic location.
  • Payment types can be changed by selecting View Payments or View Invoice Payments.
  • Voided payments remain available in the patient's payment history.
  • An invoice can be submitted through TELUS Health eClaims only when the clinic has been set up with TELUS and the invoice is eligible for submission to a TELUS insurer.
  • Invoice faxing is available only when integrated with SR Fax.

 

What Happens Next

After selecting an action from the transaction menu, the corresponding workflow opens:

  • View Invoice opens the invoice for review, printing, or download.
  • Pay Invoice opens the payment window.
  • View Invoice Payments opens the payment and adjustment details.
  • Void opens the void transaction workflow. 
  • Submit via TELUS Health eClaims begins the electronic insurance submission process when the invoice is eligible.
  • Open Patient Profile takes you directly to the patient's profile.




 

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