Skilled Nursing Facilities

Managing Transaction Edit Checks

Transaction edit checks allow you to configure which edit to apply during batch entry for ancillary, adjustment batches, and cash receipts. Transaction edit checks produce errors and warnings in the batches when transactions do not meet the configured requirements necessary to accurately post the batch.

In a multi-facility organization, you select which facility group to show edits. You can also add a new group, delete a group and manage facilities in groups. 

  1. Multi-facility: Management Console > Standards > Financial Management > Billing Setup > Transaction Edit Checks

  2. Select the Facility Group to review the edits for Ancillary and Adjustments.

  3. Select Error, Warning, or Neither.

  • The first few edits under Ancillary and Adjustments are preconfigured and cannot be changed.

  • Transaction Edit Checks are not applied to reversals for Cash Receipts.

  • Transaction Edit Checks created at the Management Console level apply to the facilities at the facility level.

  • You can add a new group, delete a current group, and manage facilities in the group at the Management Console Level.