Find a Transaction

Steps

1. Open Reporting and go to Transaction History.

2. Set the date or date range.

3. Search using what you have:
• Patient name / chart number
• Reference/payment ID
• Amount

4. Open the transaction and review key fields:
• Status (approved/settled/voided/refunded)
• Payment method
• Timestamp

5. If you’re reconciling, cross-check against the payment report and the PMS ledger.

What Happens Next

• You can use transaction history to confirm whether a payment went through before retrying.

• Status updates (for example, settlement or refunds) may change over time.

You’ll Know It Worked When

• You can locate the exact transaction you need.

• The transaction status explains what happened (and whether any follow-up is required).

Common Issues

• Can’t find a transaction: widen the date range and try searching by amount or reference ID.

• Approved vs settled confusion: approved means authorized; settled means finalized for deposit/reconciliation.

• Mismatch with PMS: confirm sync timing and whether the PMS entry is pending/posting.