Tying Transactions to the original Claim from the Transaction Export
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- Posts: 2
- Joined: Thu Nov 01, 2018 1:24 pm
Tying Transactions to the original Claim from the Transaction Export
As part of a transaction, we are converting to accrual accounting. The firm doing it is trying to reconcile transactions from the Transaction Export report. (we want to export the data into FileMaker where I am much more comfortable) We are really struggling to find how records with a Procedure Code of “INSPAY” or “INSADJ” tie back to the original claim (with a CPT populated in the procedure code). As you can see from the linked spreadsheet, no single field or even a combination of fields can be used to tie the adjustments and payments to the original claim (I narrowed it to just one Chart Number for ease of understanding). Are we doing something wrong or is there no stock way to export the unique record identifier? There must be some Key Field establishing a relationship (between a Claim and each Transaction) because when we pull up a claim in Medisoft, you can see all the transaction associated with that claim and ONLY the transactions associated with that claim. Thanks in advance for any help you can give me.
PS, I am running the database on a replicated server at my house and have installed the Advantage Data Architect but do not see any kind of parent/child fields in the tables themselves, I assume such relationships are stored in the data library which is getting over my head for sure. But if there is a simple way to view relationships between fields, I'd love to know how to do that as well). May thanks in advance! Patrick
http://www.kcmpcare.com/wp-content/uplo ... -test.xlsx
- Gavin Walker
- Posts: 4625
- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
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Re: Tying Transactions to the original Claim from the Transaction Export
Walker Tek Solutions, LLC
417-890-6777 x0
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- Posts: 2
- Joined: Thu Nov 01, 2018 1:24 pm
Re: Tying Transactions to the original Claim from the Transaction Export
- Gavin Walker
- Posts: 4625
- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
- Contact: