Transaction Codes dimension

The Transaction Codes dimension is a reference table used to capture the transaction codes for payments and adjustments stored in the Enc_Payments table for the loaded encounter. Codes and descriptions will generally match your organization's source systems and data standards. You can also use this table to group transaction codes into transaction types.

TIP: You can manage your dimension tables by downloading them in spreadsheet form so that you can make larger changes more easily. You can then upload the spreadsheet with the changes back into the system. For more information, see Editing a dimension using a spreadsheet.

Accessing the Transaction Code dimension

From the Enterprise Decision Support home page, in the Data Control section, click Data Management > Encounter Dimensions > Transaction Codes.

Click image to view full size

The page can only display up to a maximum of 10,000 records.

NOTE: At this time, you can only add or delete records in this dimension table directly through Axiom Explorer > Table Library > DSS > Reference > TransactionCode in the Windows or Excel Client. For more information, see Opening dimension tables in spreadsheet mode.

Filtering records

To filter records:

  1. Click the funnel icon in the upper left corner of the page.

  2. In the Filter box, you can narrow down the records to display by selecting or creating a filter using the Filter Wizard. To access the Filter Wizard, click Edit. If you are familiar with writing filter statements, you can type the statement syntax directly in the Filter box.
  3. Click Apply.

Editing a transaction code

Due to the large number of records that this table may contain, you need to use the Filter panel to identify the records to display.

To edit a transaction code:

  1. Click in the cell(s) to edit, and make your changes.

    NOTE: Columns that are grayed out cannot be edited.

  2. After you finish making changes, click Save.

Column descriptions

This section provides descriptions for each column in the Transaction Codes dimension table:

NOTE: The table may display some columns that are related to other Syntellis products or have been created specifically for your organization. Contact your Syntellis Implementation Consultant or Syntellis Support if you need help with these columns.

Keys

Every table in the database must have at least one key column. Key columns define unique records of data in the table. If a table has one key column, then each value in that key column must be unique and defines a unique record in the table. If a table has multiple key columns, then each combination of values in those key columns defines a unique record in the table.

TransactionCode - The financial class code. This must be an alpha code so that an F is prefixed during the import process.

Description - The description for the code.

TIP: To help make reports more readable, we recommend that you do not use all capital letters in the description content.

LongDescription - A longer description or comments about the transaction code.

TransactionType - Type of transaction code. Allows you to group individual transaction codes into types.