Patient Transaction History

manual

The Transaction History tab provides a full list of transactions in the system related to the patient record. This guide provides an overview of the information available.

The Transaction History tab, which displays a patient's previous transactions and purchases.The Transaction History tab displays a full list of previous transactions related to the patient. Transaction information includes:

Tx ID

Invoice Reference

The invoice number, automatically generated by the system.

Effective Date

Created By

Pharmacy

The pharmacy that filled the order.

Type

Order ID

The order ID number, automatically generated by the system

Patient Name

The patient's name.

Patient Phone

The patient's primary phone number.

Doctor

The prescribing doctor's name.

Practice

The doctor's related practice information.

Rxs

The prescription number(s) related to the order.

Cardholder

Amount

Total cost of the order.

Success?

A green check mark appears for successful payments. A red X appears next to failed payment attempts.

Note that the Transaction History is view-only. This means that you can view all previous transactions, but no actions are available.

To do: Review table columns and meanings.