Transaction Search (Per Diem)

Transaction Search (Per Diem)

Transaction Search (Per Diem)

Use the Transaction Search Per Diem form to view and manage transactions specific to per‑diem invoicing, which follows a unique workflow separate from conventional invoices.

Quick filters

  • Transaction ID and Type
  • Date Range
  • Client

Grid tools

  • Use the advanced grid to filter, group, and add/remove columns to suit your review workflow.

More options

  • Billing Trail: View all transactions associated with the selected transaction.
  • Transaction Summary: Summarize totals for selected transactions.
  • Mark as Sent / Mark as Unsent: Control invoice processing status.
  • Account Management: Open the client account to see full financial history.
  • Load into Payment Posting: Send selected invoices to the Payment Posting form.
  • Block Delinquent Clients: Prevent future services per policy.
  • Edit Client: Open the client record to make updates.
  • Void Invoices: Cancel selected invoices (per permissions and policy).

Idea
Tip: Start with Client + Date Range filters to narrow to a facility and billing period.



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